Top Mortgage Solution app for iPhone and iPad
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