Lead Maturation for Mortgage Professionals
A top originating broker and software engineers teamed up to solve one of the mortgage industry's biggest problems, like siloed data and needing to login to multiple systems, spending too much time chasing loan documents, and training staff. Every step of the loan process is integrated into one system, such as tailored tasks, automated communication, dashboards for every role, instant pricing quotes, and more. Our robust platform includes: + CRM + POS + PPE + AUS- coming soon! + LOS- coming soon! + Lead Aggregation + All 3 Bureau Credit Pulls + Dialer and complete Call Center + Automated SMS Marketing + Automated Email Marketing + Realtor portal- coming soon!
Top keywords
- automated3×3.03%
- coming3×3.03%
- coming soon3×3.03%
- soon3×3.03%
- loan2×2.02%
- marketing2×2.02%
Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
- accounting2×1.31%
- accounts2×1.31%
- accounts receivable2×1.31%
- balances2×1.31%
