Compass Launcher, brings your data live to your iPhone. A true extension to the Compass Financial management system.
Data updated live, any changes are available to all users instantly.
Features include;
- Clients
Access information such as, name, address, email & phone number.
You can sms, email, call and get directions to a clients residential address.
Edit existing information or create a new client record from anywhere.
- Applications
Have at hand all applications within the business pipeline.
Add dates and notes.
Check the progress of each application.
Filter loan writer applications.
Open files from the app.
View and read PDF, Word Docs, Spreadsheet, images
- Tasks
See a snapshot of all tasks at a glance. Refine to a single user.
Create a new task for a client.
Re-assign or re-schedule existing tasks.
Update and add notes.
- Leads
Create a lead for a client.
Assign a lead and send an SMS to the allocated user.
Edit existing leads and track the progress.
Enjoy the experience of using Compass Launcher!