Keep the client, step 5
A client's mortgage is coming up for renewal
bips helps by: Record each mortgage and see renewals coming before they arrive.
Mortgages and renewal tracking, part of the CRM
Enter the lender, rate and maturity date on a mortgage. Renewal windows then show up on your dashboard and calendar and feed your automated emails.
What you do
- Open a client
- Add their mortgage with lender, rate and maturity date
- Watch renewals appear on the dashboard and calendar
In the app: CRM, Clients, Properties and deals