iOS Mobile App

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

Main Menu:

The app’s functions are tailored to the role of the user. Recently accessed deals are displayed for quick access.

Construction Inspection:

New inspections and approvals of draw requests can be performed along with generation of related documentation or notices.

Construction Inspection:

inspections can be done at the line item level, including associated images and historical inspection information

Deal List:

Each user has a custom filter that creates a work queue or particular view of the pipeline or portfolio. The filters can be changed and searches can be performed to find a record or group.

Portfolio:

Real-tiime queries and dashboards of pipeline and portfolio data can be customized by individual

Deals Menu (Sunset Park):

Deals can be added and updated directly, quick sized, and even quoted with doc generation.