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Top Mortgage Solution app for iPhone and iPad


4.0 ( 4160 ratings )
Lifestyle Finance
Developer: Sy Gan
Free
Current version: 1.3.29, last update: 1 year ago
First release : 10 Jul 2020
App size: 37.2 Mb

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