Office Hours
This session shows how to get more value from your CRM without adding extra work. You’ll learn how your automated pipeline works from application to post-close, and why connecting your calendar is key so borrowers can book calls and you actually get notified. The team also introduced new tools like the AI Opportunity Finder, which helps spot refinance and missed deals, and the Rate Watch Report, which alerts you when you can save clients money. You’ll see how to quickly add referral leads using the Thunderbolt button and trigger the 14-day application follow-up automatically. The training also covers using ConnectVid to send video texts with a GIF preview, helping you stand out and increase replies.