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Customer Relationship Overview

CRM Module is designed to help broker/ Loan processor to manage their client list, client request. This module includes 2 main functions: Customer Request and Email.

Last updated at Mar 14, 2018 9:53 AM

In Customer Relationship Management app, you can manage relationship between your team and customer. We offer 2 method for you to contact directly with your customer: chat and email (via contact form).
All of the conversation between you and your customer will be featured in Customer Requests page.

We also offer email management tool which you can use to manage your email list: create new email list, send email, view email history.How to create new email list?

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