The mortgage app helps you quickly find client info and update notes on files. It can even allow you to trigger emails if you have your customizations set up correctly. Review collected by and hosted on G2.com.

I wish it was a little quicker to get into the right dashboards. At first it was a little confusing to find the info you wanted but that is no longer an issue. I also wish the contact pages for clients were more broad and not hidden in drop down menus/buttons. Review collected by and hosted on G2.com.