iOS CRE Mobile App
The iOS CRE Mobile App provides access to key functions for Users that are typically on-the-go. For example, Producers can use the app to track opportunities and start new deals, Executives can approve loans, and Inspectors can take pictures and complete on-site inspections easily from phones or tables, using the mobile app.
Features & Functions:
- Quickly Access Recent Deals
- Add New Entities/Relationships
- Create a Deal Package & Generate Docs
- Loan Approvals
- Upload Documents and Photos
- Review & Filter Pipeline
- Start New Deal
- Run Portfolio Reports
The CRE mobile app’s functions are tailored to the role of the user. Recently accessed deals are displayed for quick access.
New inspections and approvals of draw requests can be performed along with generation of related documentation or notices.
Construction inspections can be done at the line item level, including associated images and historical inspection information
Each user has a custom filter that creates a work queue or particular view of the pipeline or portfolio. The filters can be changed and searches can be performed to find a record or group.
Real-tiime queries and dashboards of pipeline and portfolio data can be customized by individual
Deals Menu (Sunset Park):
Deals can be added and updated directly, quick sized, and even quoted with doc generation.