We have implemented two new features designed to improve your efficiency when interacting with clients.
You can now call, text, or email clients directly from the tracking page.
Additionally, you can record memos for each action and set reminders, all accessible next to the lead and on your tracking page.
1. Open the loan request for recipients who have already received your introduction or soft quote.
2. Go to your Loan Tracking page
3.Select, call, or email. Calling and texting are especially useful on your cell phone.
4. Call, Text or Email
Record event for quick retrieval.
5. Record a memo of the event directly on your loan tracking page.
6. Enter any follow-up reminders (assign urgency for important tasks, if needed).
7. You will instantly notice all your to-do items on the lead summary as well as on your tracking page.
"The drum of the realization of the promise is beating, we are sweeping the road to the sky. Your joy is here today, what remains for tomorrow? The armies of the day have chased the army of the night..."
NMLS 1795154