The Universal Inbox is your all-in-one communication hub where every conversation across email, text, calls, and even Facebook messages flows into one place.
This video shows you how to navigate the inbox, respond to messages quickly, and stay on top of client and partner communication without missing a beat. You’ll also see how to assign conversations, add notes, and keep your team aligned.
For any loan officer juggling multiple deals, this is where it all comes together. Spend one minute here, and you’ll save hours down the road.
