Keep your team’s data, all the way from daily to-do lists and calendars to performance analytics and client documents all under one roof. Having one, organized place to store data records allows your whole team to work cohesively to drive new leads and repeat business. In mortgage brokering, having a method to quickly note and access thorough project and contact data could be the make or break of closing a deal.
Prophet helps your team to keep all necessary data organized with an intuitive database of robust contact, company, and opportunity records displayed in a spreadsheet format. With intuitive searching and filtering capabilities, Prophet allows you to find exactly what you are looking for without frustration. With numerous customizable data entry fields, track specific data points such as a borrower’s credit and loan history, assets, income, and more. Organize documents from borrowers and lenders that are key to closing a deal by linking them directly to contacts and opportunities with Prophet.