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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Chaseless by BulkBrains is a lightweight document collection and client follow-up platform built for teams that repeatedly request paperwork, details, or responses from clients. The platform gives staff one place to track each client, the items requested, due dates, statuses, ownership, and reminder activity. Instead of relying on email threads, spreadsheets, and memory, Chaseless keeps outstanding requests organized and visible. Teams can create a client, list the documents or information needed, assign deadlines, and choose how often reminder emails should be sent. Automated reminders reduce the need to manually write the same follow-up messages over and over. Staff can move items from requested to submitted to approved so everyone understands what still needs attention. Chaseless also provides quick visibility into overdue items, missing responses, and upcoming deadlines. The workflow is designed for non-technical users and small teams that need structure without a bloated enterprise system. Chaseless helps teams spend less time chasing documents and more time progressing client work.

Description

With Pulse Reminders, you can establish a system that allows you to set reminders and then focus on other priorities without worrying about missed tasks. This innovative tool eliminates the risk of overlooking important follow-ups with leads or previous borrowers, ensuring that nothing falls through the cracks. By implementing automated email and text alerts, Pulse helps you and your team efficiently manage leads, expedite loan closings, and nurture lasting relationships with former clients. Say goodbye to the anxiety of forgetfulness and hello to a more organized and productive workflow.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

€19.99/month
Free Trial
Free Version

Pricing Details

$15 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BulkBrains

Founded

2022

Country

Ireland

Website

bulkbrains.com

Vendor Details

Company Name

focusIT

Website

pulse.marketing/

Product Features

Appointment Reminder

Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Recurring Appointments
Rescheduling
SMS Messaging
Two-Way Messaging

Product Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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