It is the most helpful tool I’ve ever used as a loan officer, and I’ve used dozens. I’ve used over 5 different CRMs, and this is by far the best one I’ve ever used. If there is ever an issue or even a feature you’d like added, they are as fast as any company ever ever seen to accommodate Review collected by and hosted on G2.com.

The birthday messages are always too cheesy on the first draft, but you can edit them to sound more natural, so it’s not a big deal Review collected by and hosted on G2.com.