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.
Manage billing, quoting, and invoicing for ADAS calibration, Paintless Dent Repair, and Glass repair services. Create customizable pricebooks for instant pricing. Track job workflows and manage client communications within the .
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and track task notifications. Receive alerts for client birthdays, home anniversaries, and activity updates.
Create and send branded invoices and quotes. Track overdue payments instantly. Convert quotes to invoices with one tap. Upload logos and sign documents digitally.
