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Intelligent Sales Workflow
Ensure timely follow-up with potential clients, current clients, and referral partners with easy-to-follow cues and notifications.
Automated Communications
Enforce consistency and compliance with corporate-approved messaging. Keep new leads warm and current clients engaged with drip and nurture emails.
Parter Management Portal
Give Loan Officers the tools to make the most of their partner relationships. Keep referrals coming by automatically keeping referral partners in the loop. Give loan officers visibility into partner performance for better decision making.
Personalized Loan Presentations
Close more loans by giving borrowers a modern lending experience on their favorite devices. Tailored, dynamic, and visual loan presentations are updated in real-time so there is no need to send multiple documents every time something changes.
“The user-friendly platform gives me the visibility I need to stay ahead of the grind and not let opportunities slip through the cracks.”
Loan Officer
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