Track real estate transactions with KPI monitoring, goal setting, and productivity analytics. Log deals, measure earnings, and analyze performance data. Sync with calendars, receive alerts, and generate reports for business growth.
Track deals with goal setting and performance metrics. Monitor deal progress and team activity. Use gamified leaderboards for competitive engagement. Manage referrals and customize branding for brokerages. Sync across multiple offices and teams.
Manage cases, track deadlines, and share documents
Manage legal cases with task tracking, document storage, and calendar integration. Assign tasks to team members, set deadlines, and access case files securely. Sync with legal case management system for real-time updates and collaboration.
The app provides mobile access to client data, appointments, and tasks for professionals. Users can manage contacts, schedule meetings, track tasks, record notes, and view insurance and investment details.
The app allows drivers to view delivery details, capture signatures, and track client condition changes. It operates without a live data connection and uploads delivery details to ServTracker.
The app integrates electronic digital signatures into business applications and mobile devices. It supports various document formats and signature types, including time stamping and certificate validation.
The app provides futures and options trading through an existing futures account and CQG login. It offers a synchronized trading experience between desktop and mobile devices for authorized brokers.
Manage client interactions by viewing engagement with agent marketing. Register open house attendees and receive notifications for daily tasks, client birthdays, and home anniversaries. Track client activity and stay updated on real estate leads.