Send and view leads to a loan officer via Big Purple Dot. Edit lead details and track status. Share leads directly from the . Manage lead information and update records.
Receive voice leads directly to your mobile phone based on your preferences. Set up preferences and start getting matched leads. Track conversion ratios and commission income.
Manage contacts and leads in the solar industry. Track deals, earn rewards for successful closures. Organize contacts, set reminders, and view deal progress. Share leads with team members.
Capture and manage lead information by scanning badges, business cards, or manual entry. Add text notes, audio notes, and tasks to each lead. Sync records to a server and export as PDF. Assign leads to team members for follow-up.
