Offers AI-powered tools for real estate professionals. Generate marketing content, analyze market data, and create presentations. Provide coaching strategies from Tom Ferry International. Manage team tasks and track property listings.
Create and manage lists with item details, cost and sale prices. Generate invoices quickly. Store unlimited items and view overviews. Track sales and marketing data efficiently.
View and share marketing materials, sales tools, and technical product details. Access resources for sales presentations and follow-ups. Download and distribute content directly from the .
Access real-time stock quotes and price alerts. Trade CFDs on stocks, forex, and commodities. Use advanced charts and technical indicators. Utilize hedging mode and risk management tools. View latest market news and economic updates.
Convert paper into digital formats for or web use. Fill out on the go, capture photos or signatures, and submit data instantly. View real-time form submissions and manage workflows from a centralized dashboard.
The app provides over 100 electronic business forms, including invoices and work orders. Forms support various controls, auto-calculations, signature capture, and drawing panels.
Manage customer accounts with sign-in and gift card balance checks. Process sales and schedule appointments. Track rewards and send marketing messages. Generate reports and access data via cloud.
Manage and monitor products through a client portal. Track inventory, analyze sales data, and view product performance metrics. Set up alerts for stock levels and generate reports for marketing purposes.
Manage business contacts by adding, editing, and organizing contact information. Share exclusive corporate-approved marketing materials like videos and images.
Study for the FINRA 6 with practice questions and detailed explanations. Review all required chapters. Track progress and identify weak areas. Access comprehensive study materials written by experienced instructors.
Create custom AI trained on business processes, knowledge, and brand voice. Handle sales, marketing, customer support, and coordination tasks. Integrate AI with human workflows for efficient collaboration.
Manage employee products including Company Plan, Mandatory Profit-Sharing Premium, and Collective Retirement Plan. View account details, make contributions, and track balances. Access securely with username and password.
Browse listings across the U.S. by location, acreage, and price. View property photos, maps, and details. Contact agents directly to inquire about listings.
Create surveys, questionnaires, and to collect feedback. Customize templates for customer feedback, safety checks, and sales orders. Work offline and sync data when connected. Set up checklists and inspection .
Manage account with enrollment, balance checks, and investment tracking. Forecast retirement income and adjust contributions. Submit documents via secure uploads. Choose investments and rebalance.
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.