▸ Centralized CRM built specifically for mortgage workflows
▸ Mortgage-specific pipelines
▸ Unified inbox for SMS, email, social media, and calls
▸ Instant auto-response for new leads and referrals
▸ Follow-up templates for leads, referrals, and past clients
▸ Long-term nurture so “not now” doesn’t become “never”
▸ Compliance-safe messaging and consent handling