enables your partners to efficiently increase sales and revenue by having all their deals, documents, customers in one HUB, 24/7. Self service credit pulls, create documents and send for esign, upload all important documents safely and securely under each contract, send stipulations and credit notifications, run reports and manage pipeline. Have a customized dashboard and API integrations
platform to efficiently manage your deals and convert them into sales without the hassle to keeping track on excel or google sheets. ability to have real time access to credit applications, documents, electronic contracts, reports. ability to have more control over agents portfolio - by maintaining agent records of deals, running agent reports, give agents individual log ins to enter their deals, restrict agent settings based on your requirements, agent dashboard .
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