Welcome to the Advanced Line!

‘Build’ Custom Reporting

Extract Reports

Access Your Best New Business Opportunities, Export Contacts and Deals, Plus Pull Pipeline and Volume Reports

Velocity Calculator: Scenario Builder

The Scenario Builder allows you to run and compare scenarios quickly and efficiently, providing even more exceptional service to your clients.

Holiday Mailers

Stand out to your client's during the holiday's by mailing them a greeting card.

Disclosure Documents (ON)

ON Disclosure Documents Made Easy

Disclosure Documents (BC)

BC Disclosure Forms

Amortization Schedule

Amortization Schedule

Mortgage Trade Record Sheet

Mortgage Trade Record Sheet

Compliance Package (For Agents)

The Fastest and Easiest Way To Submit A Compliance Package

Compliance Dashboard (For Compliance Officer)

The Easiest and Most Organized Way to Check and Track Compliance Packages

Custom Import Tool

You now have the ability to import leads, contacts or deals from any spreadsheet!

Import Your Data (Nexa Users Only)

Import your Nexa Data

Update Your Imported Data & Opt-In for CRM (Historical Deals)

Update Your Imported Data

Email Tag

Track Your Email Communications Right In Your Deal

Smart Conditions

Save time - Automate Your Conditions List

Custom Conditions

Conditions Management

‘My Day’ – Your Daily Task Manager on Steroids

'My Day' - Your Daily Task Manager on Steroids

Workflows

Want to give your clients that WOW experience but don’t have the head space to remember everything?

API IN – Import Applications, Contacts & Leads From Your Website

API OUT – Sync To Your External CRM System

Admin Account Training Checklist

Admin Account Training Checklist