Company-wide Master Client list

Contact Edit screen

Contact Document list

Master Contact list

    • Separate Contact Database for the Office & Each Agent
    • Agents see ONLY their own Leads
    • Office can distribute their Leads to Agents
      • Instant notification by email & text messaging
      • Pull Leads if not contacted and give to another Agent
      • Link office Leads back to Commission check formulas for accounting
    • Logs every message sent to Lead
    • Launch a saved Action Plan for the Lead to the Agent’s calendar
    • Schedule all kinds of activities to Agent calendar for each Lead
    • One screen for viewing all Lead information
      • Communication Log
      • Activity History
      • Action Plan Progress
      • Online Transaction Documents

.: Company-wide Client database