Client View PRO
See what clients build, perfect it, and send it back—instantly.
The Smartest Way for Brokers to See, Adjust, and Advise on Client Scenarios
Client View PRO gives you deep insight into every scenario your client creates in your app—so you can step in with timely guidance, make real-time recommendations, and send back a polished, branded report in seconds.
Features at a Glance
See Complete Client Info and Activity
View complete client info, activity, and history, to guide better conversations.
See Client Scenarios in Real Time
Gain complete visibility into every scenario your client builds, including rates, terms, payments, amortization, and prepayment plans.
One-Tap Import Button
Instantly pull their scenario into your workspace—no re-keying, no spreadsheets, no guesswork.
Feature | Client View (Base App) | Client View PRO |
|---|---|---|
Client Contact Info | See name, contact email, and phone (if provided) | See full contact info |
Last Active Date | View last time client used the app | View last time client used the app |
Default Location | Not available | View client’s default location |
Usage Overview | ❌ Not available | See how often and how recently the client is using the app |
Scenario Visibility | ❌ Not available | See all scenarios the client has created |
Pre-Qual Tag | ❌ Not available | Custom names, tags, colors for clients/products |
Import Scenario | ❌ Not available | Import client’s scenario directly into your workspace |
👉 Ready to Go PRO?
Compare PRO is part of our PRO or PRO Plus subscription.
Agents can upgrade their Base Mobile App to PRO or PRO Plus.
Quick, easy and accurate
Simply Powerful
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