The app provides mobile access to client data, appointments, and tasks for professionals. Users can manage contacts, schedule meetings, track tasks, record notes, and view insurance and investment details.
Users can apply for mortgages online, receive competitive loan offers from multiple lenders, and track application progress. can invite preferred lenders to the platform and assist clients with loan terms and rates.
Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.
