AllClients, a superior contact manager, will help the lender stay organized by reminding him or her to follow up with the client who wants to refinance several weeks or months in the future. They can set a reminder and then forget it. When that time rolls around, a to-do reminder will pop up and tell them to go get the deal. All the transaction details are stored on a single screen for easy entry and easy access.
Customer Reviews
Holly H.
Advanced user of AllClient CRM MortgageThe system is adaptable to multi users. Its easy to configure the fields as the user needs it. There are tutorials and if you need a human, they have really smart nice ones to help you out! The clean formatting makes navigating it smooth. The layout of options is simple and robust at the same time.
Nothing, I only left because Im at a brokerage that supplies a CRM.
The ability for multi people to see a contact. Adding or changing the input fields as needed is simple. Budget wise it is on point. Easy to keep track of advertising that brought the client to us.
