Set your search parameters. Follow these steps in order. Report Type: Select “Poll Report” Search by time range (or meeting ID): Select your date range (or type in your meeting ID) Click “Search” ...

Today saw the official launch of a new AI-powered client onboarding platform, Mortgage Assist Pro, which saves brokers an estimated 90% of the time they spend ...

If the cutoff date is approaching and the team still has a long way to go before hitting their quota, you can double down on efforts to generate more sales. CRM reports are stored in a central and ...