September 16, 2022by admin
Drip Email Campaigns
Using our automaton feature, you can setup a sequence of emails to go out in various timing intervals & based on various rules like loan status, workflow step, etc…
September 16, 2022by admin
Bulk Email Blast
Bulk send marketing or promotional e-mails to borrowers, brokers, loan officers, & contacts.
September 16, 2022by admin
Contact Manager
Manage every contact associated with your business & loans. Every time you add a contact to a loan, they are stored in the Contact Manager.Send email to this list on demand.
September 16, 2022by admin
Branch List Management
Manage all your branches in a list view, track their performance, & set their permissions individually
September 16, 2022by admin
Loan Officer List Management
Manage all your loan officers in a list view, track their performance, & set their permissions individually
September 16, 2022by admin
Broker Approval & List Management
Manage brokers via a detailed list and track their status like approved, not approved, suspended, and proceed with caution.
September 16, 2022by admin
Custom Dashboard
View loan summary data based on loan stages and aggregate loan volume. Quickly access loans with upcoming closing dates and their status, workflows, required docs, & notes.
