Mortgage Manager 4+

Name: Mortgage Manager
Author: Cimmaron Software, Inc.

Cimmaron Software, Inc.

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설명

Mortgage CRM on the run.

This app brings the power of the desktop version of Mortgage Manager CRM to your phone. Stay connected and instantly access your new leads, pre-approvals, active loan transactions, and referral partners directly from your phone.
Note: You need to be an active user of the Mortgage Manager CRM solution to run this app. To learn more, please visit www.cimmaronsoftware.com

FEATURES

Access your prospects, clients, and referral partners from live customizable dashboards.

Use two-way texting to chat with your contacts.
Record, host, and deliver video content inside your e-mail messages.
Tap into user chat to collaborate with your team members.
Add and update leads and referral partners.

View and update your ToDo list.

Assign your contacts to marketing drip campaigns.

View tasks and make notes from the road.

Communicate with your contacts through phone, text, and e-mail.

Receive live push notifications on your phone based on contact and loan trigger events.

Check loan details, including milestones, current status, real estate agents, and referral partners.