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Top Mortgage Solution


4.0 ( 4160 ratings )
Стиль життя Фінанси
Розробник: Sy Gan
безкоштовно

Features Include:

- Leads Pool

* Grab Push Notification when receive a new leads.
* Can select leads and add to Leads Management.

- Leads Management

* Can view all the leads management information such as title, name, contact, case type, appointment date, lead status, lead remark, remark history
* Can edit all the leads management information
* Can filter leads through searching name, contact and status

- Cases Management

* Can view all the cases information such as cases, remark, client information, property, loan cases, lawyer case, insurance cases and commission
* Can edit all the cases information

- Reporting

* Number of leads
* Success rate
* Conversion Ratio Statistic

- Applicant document upload

* Add file
Remarks: document upload type: jpeg,png,jpg,PDF
* Categories for each document, for easing case submission
* Thumbnails size medium or large for user easy to recognize

- Settings

* Can change the password
* Can view Chart
* Can close the grab lead notification