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Pending / Blocked Brokers
Overview This tab shows broker companies that are either pending approval or have been blocked fr...
Broker CILs
Overview Broker CILs (Client Information Letters) are submitted by broker companies through their...
Add Broker Request / Lead
Overview When adding from the Brokerage module, you have two options: As Broker Request — A reque...
Brokerage Module — Overview
Overview The Brokerage Module manages broker companies and their agents, tracks broker-submitted ...
Marketing Reports
Overview The Marketing Reports section provides visual and tabular data about lead performance ac...
Facebook Integration
Overview The Facebook Integration allows leads submitted via Facebook Lead Ads to flow automatica...
Mail Campaign
Overview The Mail Campaign feature works the same as SMS Campaign but sends emails instead. It re...
SMS Campaign
Overview The SMS Campaign feature allows you to send bulk SMS messages to your leads. You can tar...
Lead ID
Overview A Lead ID is the unique identifier that links a Source and a Campaign together. When a l...
Campaigns
Overview Campaigns represent specific marketing efforts linked to a source. For example, a Facebo...
Source
Overview Sources represent where a lead originally came from — for example, Facebook, Instagram, ...
Client
Overview The Clients module allows users to view, manage, and update client information. Each cli...
Client Requests
Overview The Client Requests module is used to create and manage requests submitted on behalf of ...
Units Management
Overview From the Client Details page, you can manage all unit interactions for a client — from s...
Client Details
Overview Clicking on a client's name opens the Client Details page — a full view of all informati...
Call Center
Overview The Call Center module is used to handle incoming calls and log them into the CRM. When ...
Ticket
Overview Use Ticket when an existing client (not just a lead) calls with a request, complaint, or...
Recall
Overview Use Recall when an existing lead in the system calls again — for example, about a differ...
Add Lead
Overview Use Add Lead when a caller is a new potential client who has not previously been in the ...
Lead Action Filter
Overview The Lead Action Filter is a monitoring tool that lets managers track what actions their ...