Manage task lists, set required documents, and create accountability workflows for real estate transactions. Store documentation to comply with state guidelines. Integrate text messaging to turn real estate signs into smart signs.
Schedule and manage real-time video calls, SMS, and phone calls with clients. Access instant matches based on location and preferences. Track property listings and client interactions. Send personalized messages and schedule appointments directly.
Access client policy information, make payments on their behalf, look up households by policy or name, view client details for policies, billing, claims, and home assessments, and access or share key client documents.
