This new enhancement makes it easy to assemble a complete compliance package and upload it into one, consistently ordered document for the Compliance Officer’s quick and seamless review reducing the time it takes to release earned commissions.
- ‘Build’ Custom Reporting
- Extract Reports
- Velocity Calculator: Scenario Builder
- Holiday Mailers
- Disclosure Documents (ON)
- Disclosure Documents (BC)
- Amortization Schedule
- Mortgage Trade Record Sheet
- Compliance Package (For Agents)
- Compliance Dashboard (For Compliance Officer)
- Custom Import Tool
- Import Your Data (Nexa Users Only)
- Update Your Imported Data & Opt-In for CRM (Historical Deals)
- Email Tag
- Smart Conditions
- Custom Conditions
- ‘My Day’ – Your Daily Task Manager on Steroids
- Workflows
- API IN – Import Applications, Contacts & Leads From Your Website
- API OUT – Sync To Your External CRM System
- Admin Account Training Checklist
- Advanced
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Compliance Package (For Agents)
The Fastest and Easiest Way To Submit A Compliance Package