- Get notified every time you get a new sales lead or trigger
- Quickly complete or assign action items on-the-go so you can be more efficient and build relationships outside the office
- Stay organized so you never lose a deal due to lack of follow-up
- Send personalized videos, emails and text messages to borrowers and referral partners directly from the App
- Collaborate with your team and stay updated by assigning action items and passing notes
- Comes with built-in follow-up templates
Includes Momentifi CRM + StorySelling Suite with built-in content library of 100+ marketing articles and newsletters
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