CRM Relational database
|
Effectively track and organize relationships to coordinate marketing efforts
Multiple filtering options
Search your database to find "Profit Opportunities"
LOS Synchronization
Easily update and maintain database without redundant data entry
Drag and Drop Scheduling
Easily add and move calendar appointments and reminders to organize your operation
Customizable contact lists
Use to group and organize your database to create marketing lists
60+ Standard Letters and Forms
Use our letters to quickly create campaigns or use as a starting point for custom letters
Unlimited custom letters with mail merge
Built in mail-merge allows for personalized marketing with company branding
Automatic journal entries
Automatically track and reference all emails, letters, calendar items with a time-date stamp
Contact Records
Quickly store and access client detail and contact information in one place
Note Fields
Store notes to track personal information
Task Manager
Track tasks for loan files and mark when completed
Word conversion to PDF forms for emailing
Create hard copy documents for forms generation
Custom views
Customizable layout and report views tailored to your needs
Email using Mapi
Use to generate bulk emails to send out marketing messages
Automated Action Plans
Generate step by step plans with automatic emails or letters for In Process, Leads, or Post Closing
35 pre-programmed reports
Use reports to track filters in real time to find profit opportunities
Customizable reports
Save custom sorts and filtersto access in updated profit opportunities in real time
Report printer
Print out reports for Loans in process, closings, and more
Outlook Contact and Calendar Sync
Create hard copy documents for Forms generation
Add-On Libraries
Any add-on libraries released by WorkCenter will only be only available to users of the full version
Add-On Products
Any add-on products released by WorkCenter will only be only available to users of the full version
