Mortgage like other financial services involves meticulous bookkeeping and outreach. Mortgage CRM tools and Automated Mortgage Marketing and Management tools are disrupting the mortgage market. The accelerated rise in automation and digitization in the mortgage process has already become the norm for the progressive real estate and loan professionals operating in the mortgage market.

Dropbox is a cloud-based file hosting service that stores a variety of documents in one platform. What makes Dropbox unique is its ability to store large files in different formats without relying on disk space. Users can access data by downloading the application into their computers or by simply logging on to their accounts. Initially, this web-based storage system was created to eliminate the dilemma of sharing files via the internet.

Slack is a cloud-based instant messaging platform that replaces internal communication overhead, such as emails, through chat rooms (known as channels). Each message is organized by topic, department, projects, private groups, and more into these channels enabling users to respond according to their priority. What makes Slack unique is that it promotes one-on-one team collaboration and that allows the user to resolve a problem right away, eliminating unanswered emails and high response times.

Mailchimp is an end to end marketing platform that started as an email marketing tool alternative to the expensive email software in the early 2000s. The goal was to provide small businesses access to technological resources and tools to grow like their larger counterparts. Today, it has evolved into a robust customer relationship management system that understands patterns in customer data and uses that insight to target the appropriate audience.

There is no shortage of software positioned as being staples for the everyday business professional. From accounting to procurement to reporting, businesses need a variety of software to keep themselves running. Not only is it difficult sourcing all of the tools needed to cover all aspects of their operations due to the sheer number of options, but it is also difficult getting all of these pieces working together seamlessly.

Welcome to the first release of OneDesk in the new decade! This update was rolled out on January 28 2020. This release could be called “The Integration Release” because that was the main focus this month.

For companies that work on custom requests, it is paramount that they nail gathering requirements from their customers. We live in an increasingly distributed work environment, which sometimes exacerbates the difficulties in ensuring everyone is on the same page. When people aren’t aligned on expectations or requirements, it can delay when work is actually started, which is not ideal for the customer requesting the work and the company that is providing the service.

As companies and teams become more and more distributed, communication only becomes more important. For organizations that deal with finance matters, this is only more true. There is no room for miscommunications and distractions when there are large amounts of money being transferred and worked with. One client came to us seeking a solution to their management of tickets, along with some sensitivity to permissions, communications, and the ability to track change.

Gantt charts consist of horizontal bars that indicate a project’s schedule on a horizontal timeline. Each bar represents a task with the left end of the bar positioned at the start of the task, and the right end of the bar at the tasks finish.