SugarCRM

JULY 23, 2019

And with its Sugar integration comes the ability to send the documents for signature directly from the CRM. An advanced tip is to use “DocuSign field mapping” to get the filled values from the recipient back to the CRM module, giving you the ease of bidirectional data parsing and updating.

Real Estate 20

Real Estate Invoicing Compliance Legal 20

CommBox

FEBRUARY 2, 2022

Define your chatbot’s desired areas of expertise (finance, real estate, eCommerce, etc.) Industries – Getting API access from WhatsApp is generally easy for telecom, finance, retail, real estate, and education brands. Get updates directly to your CRM. GDPR security compliance. Increase sales.

Real Estate 98

Real Estate Artificial Intelligence Omnichannel Finance 98

Lightico

NOVEMBER 27, 2022

But this popular method of borrowing against home equity is often fraught with compliance paperwork for lenders. A lot of paperwork is required during the HELOC process to ensure KYC and compliance with HELOC requirements. Self-Employed, Receive Commission Income or Own Investment Real Estate. Last two years’ W-2 Forms.

Real Estate 52

Real Estate Compliance CRM AI 52

Intercom, Inc.

MAY 24, 2018

I started out building websites in high school and then didn’t have much of a college experience and instead got into real estate. One of our first products was a Watchlist API, which is for OFAC compliance. Matt Sornson: My career’s been pretty non-linear and unconventional. From there, I got involved in startups.

B2B 182

B2B Sales Start-ups B2C 182