Platform · Consoles by process

Every process includes its own console

Pre-sales works in its CRM, Collections in its collections console, and Closings in its own. No separate licenses.

Consoles Status
Sales CRM Active
Collections console Active
Closings console Active
Customer support console Active
AI agents Record tracking Assistants for your team Call logging Dashboards and alerts Channels Human + AI Secure AI Consoles by process
What it does

A console built for each process

Your team and the agents work on the same records, with each process’s stages and fields.

01

Sales CRM

Leads, deals and inventory for the Pre-sales process.

Leads and contacts Deals by stage Inventory and reservations
Sales CRM Records
Leads Active
Deals Active
Inventory Active
02

Collections console

Payment schedules, collections and payment plans for the Collections process.

Payment schedules Collections and delinquency Payment plans
Collections console Records
Payment schedules Active
Collections Active
Payment plans Active
03

Closings console

Files, mortgages and deeds for the Closings process.

Files Mortgage and bank Deed and disbursement
Closings console Records
Files Active
Mortgage Active
Deeds Active
How it gets up and running

Up and running in four steps, with our team

01 We configure each console With your company’s stages and fields.
02 We load your data From spreadsheets or your current system.
03 We sync, if needed With Sinco, Ingemax, Sico or Smart Home.
04 Your team gets started With agents and assistants on the same console.
In every solution

Consoles by process in your operation

FAQ

What we’re often asked

No. Each process includes its own console.

We sync data with Sinco, Ingemax, Sico or Smart Home. We review other systems during the assessment.

It’s not required. You can load it or keep it synced with your system.

See it working with your company’s data

In 30 minutes, we’ll show you an agent handling one of your projects, with your inventory and your rules.

Book a demo
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What we’re often asked

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See it working with your company’s data

In 30 minutes, we’ll show you an agent handling one of your projects, with your inventory and your rules.

Book a demo
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