Manage client information and processes. Add new clients and view their status. Request preapprovals and track loan progress. Upload documents and access programs. Stay updated without phone calls.
Manage employee devices with enrollment and device features. Monitor usage and control access. Deploy antivirus and device management tools. Enforce policies and track device compliance.
Manage home transactions by searching for properties to rent, buy, or sell. Save and share listings, set budget goals, and filter results by location and price. Schedule tours with agents and access exclusive tools to evaluate buying potential.
Browse investment properties with swipe gestures to show interest or pass. View property details, photos, and investment metrics. Connect directly with listing agents via chosen contact methods.
