Purpose Home Lending CRM
A comprehensive client relationship management system designed for mortgage professionals at Purpose Home Lending. Track clients, referral partners, and busines
Pages
Data types
Client
ReferralPartner
BusinessClient
SocialPost
Campaign
PartnerInvite
PartnerAlert
PartnerActivity
DailyActivity
WeeklyActivity
UserGoal
EmailTemplate
EmailSequence
EmailSequenceStep
EmailEnrollment
EmailLog
Recruit
ContactInquiry
PipelineSettings
ListingAlert
PartnerZillowData
AILeadAutomation
WarmedEmailAccount
WarmupLog
Article
FeatureSuggestion
Task
AppNotification
ListingInquiry
BlogPost
TeamInvite
RoundRobinState
CardOrder
SavedFlyer
CustomerContact
CustomerPipelineStage
CustomerSubscription
FlyerTemplate
CustomerInviteLink
EmailSignatureTemplate
WebsiteConfig
Video
PerfectDayItem
PerfectWeekItem
DailyActivityProgress
WeeklyActivityProgress
VideoView
PlaidAccount
NetworkingEvent
NetworkingSettings