The app allows real estate agents and builders to connect with PrimeLending Loan Officers. Users can track client loan progress, receive milestone notifications, and request prequalification letters.
Refer clients for home security services and earn a referral bounty. Select a rep or territory, get assigned a representative, and track referrals in real time. Access payment details and manage referrals directly from your mobile device.
Track insurance policies and client data. Set reminders for birthdays and contract expiration dates. Send follow-up messages to agents. Manage agent and client relationships. Sync with partnership companies.
Manage bookings and appointments with a user-friendly interface. Set preferences, receive notifications, and view booking history. Interact with clients to customize experiences and track appointment details.
