No matter your platform (Gmail, Outlook, Apple, Mail, etc.), you can track and store your email communications in your System Email History section of a deal.
- 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