Big Purple Dot Description
You can create a queue of leads and assign priority to them based on their status. You can easily schedule follow-ups and dispose of leads using custom parameters. Warm transfer calls to other members of your team. You can easily share and collaborate with colleagues and referral partners on any lead. Automate communication and increase lead generation by connecting more partners to leads early in the sales process. Your borrowers will be able to close more loans by having a simplified experience. This automates the process and connects to their financial accounts to automatically populate most of the 1003, including their documents. You can customize your workflows and automate follow up to past clients and new leads with pre-set triggers. With just one click, you can launch automatic reminders and emails, tasks, and lead sharing. Robust tablet app that syncs with CRM. Upload your listing photos and send your visitors a professional follow up email with the listing and your contact information.