Simplify your life with our built-in Client Relationship Manager (CRM) and digital marketing system.
Stop Losing Sales: convert more sales leads by knowing who to contact, when to contact, and what to say when you contact them.
Save Time & Improve Your Productivity: keep track of sales tasks via activity logs, notes, and completed/open action item reports. Integrates with your Microsoft Exchange (Outlook) calendar and emails.
Unlock the Lifetime Value of Your Clients: use our post-close marketing campaigns and automated triggers to generate more business from your database.
Visualize, Organize and Consolidate Your Data: integrates with your Loan Origination Software (LOS) and other systems. Includes API to add, edit and delete contacts and transactions.
Keep Clients & Strategic Partners in the Loop: automate and standardize your milestone updates and communication via email and text messages.
Empower Your Team: customized dashboards, different levels of access, and a relevant user experience for managers, loan originators, assistants and operations staff.
Manage and Improve Activities & Results: reporting and customization options on an enterprise, region, branch and LO level.
Increase User Adoption: unique onboarding process results in 70%+ user adoption rates within 3 months of roll-out.