Account
- Account setup — Sign up, verify your email, and complete the welcome wizard.
Integrations
- Connect Google — Connect your Google account to import contacts and sync email signatures.
- Connect Microsoft Office 365 — Connect your Office 365 account to import contacts.
- Connect QuickBooks — Import QuickBooks expense data by uploading a transaction export and mapping accounts to categories.
Workflows
- Workflow builder basics — Customize the stages and checklists your records move through.
- Note workflows — Tailor the stages and checklists your notes move through.
- Property workflows — Tailor the stages and checklists your properties move through.
- Contact workflows — Set up per-role workflows for the contacts you work with.
Automations
- Order a property report — Buy a one-off property info or valuation report for any property — available on every plan.
- Set up recurring refreshes — Automatically refresh property data and valuations on a quarterly or annual cadence (Intermediate and up).
Servicer setup — API
- FCI — API setup — Get an API key from FCI and connect it for automatic sync.
- Madison Management — API setup — Get an API key from Madison Management and connect it for automatic sync.
Servicer setup — file import
- Allied Servicing — file import — Upload Allied PDF or XLSX exports manually.
- FCI — file import — Upload FCI XLSX exports manually.
- Madison Management — file import — Upload Madison CSV exports manually.