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Top Mortgage Solution

Features Include:

Features Include:

Top Mortgage Solution

by Sy Gan
Top Mortgage Solution
Top Mortgage Solution
Top Mortgage Solution

What is it about?

Features Include:

Top Mortgage Solution

App Details

Version
1.3.29
Rating
(1)
Size
37Mb
Genre
Lifestyle Finance
Last updated
February 21, 2021
Release date
July 10, 2020
More info

App Store Description

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

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