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New Lead from Whatsapp / Email to CRM

New Lead from Whatsapp / Email to CRM

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7 replies
164 views
1 likes
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Thursday

AI in our world.

AI in our world.

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130 replies
3,861 views
57 likes
Last User to Post in this topic Anonymous
24 Aug 2025

A network has banned the use of WhatsApp citing it's not secure?

A network has banned the use of WhatsApp citing it's not secure?

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28 replies
623 views
9 likes
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21 Aug 2025

Meeting Summary - Fireflies.ai

Meeting Summary - Fireflies.ai

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4 replies
97 views
1 likes
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12 Aug 2025

Malicious spam warning (Nationwide registration closed !!)

Malicious spam warning (Nationwide registration closed !!)

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4 replies
144 views
0 likes
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30 Jul 2025

Twenty7tec

Twenty7tec

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3 replies
93 views
0 likes
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29 Jul 2025

Mortgage metrics

Mortgage metrics

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5 replies
130 views
0 likes
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28 Jul 2025

Smartr365 users

Smartr365 users

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4 replies
118 views
1 likes
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28 Jul 2025

OMS vs Acre- CRM feedback

OMS vs Acre- CRM feedback

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21 replies
426 views
10 likes
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4 Jul 2025

remarkable

remarkable

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31 replies
713 views
5 likes
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27 Jun 2025

XPlan cost

XPlan cost

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4 replies
224 views
0 likes
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27 Jun 2025

CRM- OMS vs 27Tec

CRM- OMS vs 27Tec

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9 replies
236 views
2 likes
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26 Jun 2025

Mortgage Quoting Tools For Website

Mortgage Quoting Tools For Website

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18 replies
271 views
3 likes
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13 Jun 2025

Microsoft and Synology

Microsoft and Synology

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5 replies
111 views
2 likes
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6 Jun 2025

Mortgage Broker Tools

Mortgage Broker Tools

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8 replies
366 views
3 likes
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5 Jun 2025

The Key / Mortgage Brain

The Key / Mortgage Brain

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42 replies
1,355 views
6 likes
Last User to Post in this topic Anonymous
3 Jun 2025

CBS Offer

CBS Offer

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0 replies
64 views
0 likes
Last User to Post in this topic Anonymous
2 Jun 2025

Sourcing - Portfolio Landlords 10 plus Properties

Sourcing - Portfolio Landlords 10 plus Properties

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8 replies
97 views
0 likes
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30 May 2025

Client Tree

Client Tree

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4 replies
151 views
1 likes
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28 May 2025

Email saving to client file

Email saving to client file

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13 replies
349 views
1 likes
Last User to Post in this topic Anonymous
27 May 2025

Call Recording

Call Recording

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8 replies
226 views
0 likes
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23 May 2025

Ekeeper

Ekeeper

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2 replies
76 views
0 likes
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23 May 2025

Docusign

Docusign

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17 replies
295 views
1 likes
Last User to Post in this topic Anonymous
22 May 2025

Smartr365

Smartr365

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22 replies
465 views
0 likes
Last User to Post in this topic Anonymous
21 May 2025

AI for bank statements

AI for bank statements

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4 replies
231 views
0 likes
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13 May 2025

Cloud backup

Cloud backup

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7 replies
175 views
2 likes
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12 May 2025

Monitor setup

Monitor setup

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36 replies
627 views
13 likes
Last User to Post in this topic Anonymous
9 May 2025

Mortgage sourcing

Mortgage sourcing

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6 replies
107 views
0 likes
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29 Apr 2025

Windows 10

Windows 10

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11 replies
202 views
2 likes
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29 Apr 2025

Sprive

Sprive

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0 replies
54 views
0 likes
Last User to Post in this topic Anonymous
28 Apr 2025

Alternatives to ipipeline/assureweb for annuities and protection

Alternatives to ipipeline/assureweb for annuities and protection

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4 replies
146 views
0 likes
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16 Apr 2025

Linux

Linux

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6 replies
149 views
2 likes
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15 Apr 2025

Knowledge Bank v's L&G Ignite Criteria

Knowledge Bank v's L&G Ignite Criteria

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6 replies
181 views
2 likes
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15 Apr 2025

Changing Internet - Landline

Changing Internet - Landline

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9 replies
135 views
0 likes
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12 Apr 2025

Cherry could you set up a poll ?

Cherry could you set up a poll ?

by Anonymous 1

37 replies
755 views
10 likes
Last User to Post in this topic Anonymous
27 Mar 2025

Why do Digital Signatures sometimes come through just as Capitals?

Why do Digital Signatures sometimes come through just as Capitals?

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1 replies
42 views
0 likes
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27 Mar 2025

OMS

OMS

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8 replies
190 views
0 likes
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13 Mar 2025

Adviser technology forums for new products

Adviser technology forums for new products

by Anonymous 1

1 replies
70 views
0 likes
Last User to Post in this topic Anonymous
10 Mar 2025

AI maybe - or some tech needed to help with admin

AI maybe - or some tech needed to help with admin

by Anonymous 1

7 replies
294 views
2 likes
Last User to Post in this topic Anonymous
6 Mar 2025

Supersized documents

Supersized documents

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3 replies
77 views
2 likes
Last User to Post in this topic Anonymous
26 Feb 2025