Agents and mortgage lenders
One workspace for the file you are both working.
Connect to Close is a shared portal for the agent and the lender on the same deal. Phase 1 is the book: contacts, tasks, follow-ups, activity, deals, and properties. AI comes later. Billing is not charged yet.
Contacts
Status, lead temperature, source, budget, and the buyer-to-sold flags.
The day
Follow-ups due, tasks, and an activity log for calls, texts, and showings.
The deal
A deals board plus the consultation-to-close pipeline.