Sales

Outlook Integration

• Sales Outlook Integration

FDDs

• Upload FDDs

Lead Management

• Add New Lead
• Edit Lead Details
• Create Company & Associate Lead
• Add Co-Applicant to Lead
• Batch Edit on Lead List
• Lead Board Overview

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Email Campaigns

• Create Email Campaigns
• Create Email Templates
• Assign Campaign by Lead Status

Sales Timeline

• Assign Sales Timeline to Lead

Lead Correspondence

• SMS | Text Messages
• Batch Communication on Lead List

CRM Settings

• Assign Sales Owner by Region
• Source Mapping by Lead Email Subject
• Assign Timeline by Lead Status