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
- Inspections
Main Menu:
The CRE mobile app’s functions are tailored to the role of the user. Recently accessed deals are displayed for quick access.
Construction Inspection:
New inspections and approvals of draw requests can be performed along with generation of related documentation or notices.
Construction Inspection:
Construction inspections can be done at the line item level, including associated images and historical inspection information
Deal List:
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.
Portfolio:
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.
