View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Create invoices by filling in fields, generating professional documents instantly. Add client details quickly. Customize templates, send invoices via email, and track payments. Set recurring invoices and receive notifications for due dates.
Track enrollments and view business metrics like commissions and resources. Access message center updates and receive notifications. Send emails and manage resources remotely.
The app provides mortgage brokers access to the EASE platform, ChatUWM for assistance, and tools for managing loan scenarios. It allows users to view their pipeline, lock loans, check rates, and access property valuation tools.
