A well-prepared and easy-to-understand report can effectively communicate complex data to your clients and allow them to make decisions without being overwhelmed. Integrating your branding within is essential and keeps you on top of mind at all times.
Save time and generate branded reports with just a tap of a button. Easily share them via text or email.
Missed something? Update existing reports with new information anytime. Clients will always see the latest.
Instantly receive push notifications when reports are viewed or downloaded by clients and leads.
How it works
Tap the "Share" Button
All the tools on the Canadian Mortgage App offer a quick and easy way to generate a report.
Configure & Share
Choose the sections you’d like to include in your report and then hit “Share”
LIVE FAST IMPRESSIVE! BEAUTIFUL BRANDED
In this fast-paced market, you must adapt quickly and provide clients up to date information incredibly fast. So make sure to turn on the Live Link feature before you share a report. This handy feature allows you to amend an existing report right on your phone without the need to resend it.
Ever wondered what happened to that report you spent hours preparing? Did your client see it? Should you send it again? That was the year 2020. Now you can instantly receive push notifications when reports are viewed or downloaded by clients and leads.