Apptivo
APRIL 26, 2021
In short, it is an online knowledge base. With these applications, businesses can create estimates, invoice customers, manage expenses, track insurances & licenses, collect payments, manage kit orders, and have the entire ledger online. Project Management.
Hubspot Sales
JANUARY 9, 2019
Although the rules vary from state to state, brokers typically have more education and licensing than agents. You’d research and order home insurance (often required by lenders), and schedule your utilities and closing. (Similar to the square/rectangle analogy … a broker is an agent, but an agent isn’t a broker.) The Mortgage Lender.
Expert insights. Personalized for you.
75 
Let's personalize your content