Lead gen, CRM and workflow platform purpose-built for brokers to manage clients and settlements more efficiently. Include AI enabled chat bots for appointment scheduling
per broker per month. Non brokers
Good if you want an AI-chat scheduling app and CRM + client portal approach for mortgage, asset and commercial workflows. Best for teams aiming to streamline onboarding and settlements. It integrates with most Aggregators platforms and Quickli. While their focus is Mortgage Brokers, this platform also works for Commercial and Asset Brokers as well.
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