Big Purple Dot
Lead Management
Automatically capture, share and track leads from both online and offline lead sources like Facebook, Zillow, Realtor.com, your personal website, landing pages, listing signs, mailers, and many more.
Call Dialer
Create a queue from your leads and prioritize them based on their status. Disposition leads based on custom parameters and easily schedule followup. Warm transfer calls to others on your team.
Partner Collaboration
Easily share and collaborate with team members and referral partners on any lead. Automate communication and increase lead conversion by connecting more partners to leads earlier in the sales process.
Consumer Direct 1003
Close more loans with a simplified experience for your borrowers that automates the process, connecting to their financial accounts to auto populate most of the 1003, including their docs.
CRM
Customize your workflows and automate follow-up to new leads as well as past clients with preset triggers to launch automatic reminders, emails, tasks, lead sharing and more with just one click.
Open House App
Robust tablet app with a sign-in sheet that syncs with your CRM. Upload your listing pictures and send your visitors a professional follow up email containing the listing along with your contact information.
SMS Marketing
Create custom text messages to auto respond to incoming leads. Increase conversion and quality of service by sending automated messages to your contacts and manually respond when you hear back.
Email Marketing
Create custom email messages to automatically respond to incoming leads. Increase conversion and quality of service by sending automated messages and email blasts using customized email templates.
Pros
- Simple interface, especially for a CRM
- Mass texting feature is simple and powerful
- Responsive support and customer service
Cons
- Text feature is key but somewhat difficult to use
