A user friendly and smart Instant PWA that eases the lead generation process for Realtors and encourages them to work with the Loan Officers in the same platform. Using the platform the realtors are now able to follow up on Leads from the Lead database and can close deals quickly.
Manage all the details of your Loan officer, Realtors, Services, Amenities and plans and payments from a single platform. Update any information to be shared with your Loan officer or Realtors and publish in real-time and hassle free way.
Enlist the customers Realtors now can easily register a new customer on the database. They just need to sign in to the portal and need to fill up the customer details.
Automated Email System After registering, the customers will receive an auto generated email from the system. This facility will ensure the customers about their registration on the system.
Make the search easy Advance search option will help the Realtors to find their name among the list of other Realtors. It will help to save their time for searching among a wide number of other Realtors.
Daily customer Count By selecting an email address, realtors can send a daily new customer sign in report to that particular email. It will help the owners to get a daily count of new registered customers.
New Signing Report Advanced Data Analysis feature help Loan officers to find the different reports of new joining customers. Filtering the report help them to get specific information on newly acquired customers
Data export made easy Let the Loan officers export the filtered report. It will help them to extract the raw data, which will in turns help them to review the monthly performance.
Make the search easy If a Loan officer has a huge number of Realtors base under him, then advance search will help him to find a specific realtor with no time.
Acquire details as you wish Loan officers can use preference wise custom made user details forms as per their requirement. It will help them to get only the required details of a customer.
Manage Email Templates Now manage all your email templates as per your choice by using the custom made templates. Simply draft your template and set it for further email communication.
Power of Creator As admin managing both Loan Office and Realtors, so they does have all the features that lies for loan Officer.
Beat the number game Numeric dashboard will show you the total number counts for Loan officer, Realtor and your customers in one place. It will help you to get a brief details about your business in just one click.
Make changes easily Changing the role of a particular person is easy now. Admins can easily change job role from Actions section, which help them to save their time and difficulties.
Makes maintenance easy Maintain your Realtors and customers in a very simple way. Add, edit, delete and search your Realtors or Customers easily by using the platform as per your requirement.
Manage Email Templates Now manage all your email templates as per your choice by using the custom made templates. Simply draft your template and set it for your further email communication.
A hierarchical and role based lead generation tool
Features transparent relationship management between Realtors and Loan Officers
Maximize business potential by team building approach
Greater visibility of leads to close deals
Instead of buying leads and investing on ads, start Drip campaigns for the Leads
Easy & simple Branding & Promotions