Faster CRM and better mobile pipelines

Open your workspace with less initial lead-editing code and more efficient dashboard and account reads. The full lead editor loads when you open a lead, while record access and saving retain the existing permission checks. Mobile lending and referral pipelines have compact controls and preserve scrolling between stages. Refresh controls throughout the installed app reload the current screen, with existing save-before-leaving protection checked first. The changes improve code delivery and everyday navigation without changing your lending records, reporting definitions or access rules. CRM work continues to require an internet connection.

BrokerCloser team