The iOS Mobile App provides access to key functions for Users that are typically on-the-go. For example, Producers can use the app to track opportunities and start new deals, Executives can approve loans, and Inspectors can take pictures and complete on-site inspections easily from phones or tables, using the mobile app.
Features & Functions:
- Quickly Access Recent Deals
- Add New Entities/Relationships
- Create a Deal Package & Generate Docs
- Loan Approvals
- Upload Documents and Photos
- Review & Filter Pipeline
- Start New Deal
- Run Portfolio Reports
- Inspections