Features · Know your people
My People
Your contacts, leads and connections together.
Clients, leads and the professionals you work with live in one place, so you always know who's who and where they stand.
Bring your list with you.
Import a spreadsheet and duplicates are caught for you.
See where everyone stands.
Update a contact's stage right in the list.
Leads and your network, side by side.
Agents get tabs for leads, their network and their team.
For loan officers, who to follow up with next.
My People opens on your leads, grouped by who needs a follow-up.
Goes well with
- My Messages · Every conversation in one place
- My Automations · Follow-up that runs itself
- My Tasks · Nothing slips