 | Designed by the sales people in the mortgage industry |
| No computer knowledge needed |
| Start entering customers immediately |
| Easy |
| Fast |
| Easy Help Menu |
| Boost income |
| Never have to search for customers to call for that day |
| Keeps track of customers |
| Keeps track of businesses |
| Keeps track of birthdays |
| Keeps track of children's ages automatically |
| Keeps track of customers' families |
| Keeps track of customers unable to contact |
| Keeps track of what you sold to that customer |
| Keeps detailed information about the customer |
| Keeps track of application deadlines |
| Keeps track of referrals |
| Cross reference referrals |
| Allows for distinctions between the Public, Realtors and Builders |
| Search for customers by their Family Name, First Name,
Phone Number, Business Name, Interest Rates, Closing Dates, Loan the
customer carries |
| Schedule calls with a click of a button |
| Print out labels - All customers, Individuals, All Public, All
Realtors, All Builders, Over any date range |
| Unlimited phone numbers and phone number types (home, cell, etc.) |
| Over 75 years of combined knowledge in selling mortgages went into designing the software |
| Schedule appointments |
| View appointments by daily, weekly, monthly |
| Set appointments and view the customers with a click of a button |
| Reschedule appointments quickly |
