We built an app that makes it easier to manage leads and your availability to pursue them, directly from your mobile device.
See all the leads you’re currently working with on your home screen. Review lead information, call or email them, or take notes on a lead’s status.
As new leads come in, or a current lead moves through the process you’ll get notifications on your phone. Use the intuitive filters to receive updates on the factors that matter most to you, all on your schedule.
The quick walkthrough explores notifications, taking notes, adjusting availability, and more.
Once you’ve downloaded the app, here’s how to get started:
Lead flow is not guaranteed and lead volume may vary.
Loan Officer Connect allows you to set your availability to easily receive incoming leads on your time frame. Once logged in to the app, there are still ways to change your availability:
The app allows you to “snooze” notifications for a specified period up to an hour. This is perfect for pausing notifications while you are in an appointment with a client, attending a closing, or just unavailable.