Enhance your client experience by ensuring every single client receives the exact same amount of attention and consistent communication throughout every stage of the mortgage process using the CRM Campaigns.
Sign up for LIVE online training- Amortization Schedule
- Disclosure Documents (ON)
- Disclosure Documents (BC)
- Mortgage Trade Record Sheet
- Compliance Package (For Agents)
- Compliance Dashboard (For Compliance Officer)
- Update Your Imported Data (Filogix data auto imported for DLC/MCC/MA)
- Import Your Own Data
- Email Tag
- Smart Conditions
- Custom Conditions
- ‘My Day’ – Your Daily Task Manager on Steroids
- Workflows
- CRM
- Extract Reports
- Push to external CRM
- Admin Account Training Checklist
- Advanced
CRM