The actual amount of borrowers getting a forbearance was far lower than they expected.Another friend who works for a big title company saw her workflow change from a huge amount of forbearances to a huge amount of loan modifications.

Podio allows me to integrate the workflows and task management functions right along with it. 

Our model of CRM is one that gives you a birds eye pipeline view of all existing leads which enables you to be able keep track of all leads at a glance, and walk them through your personal workflow as they progress.

https://www.indy.gov/workflow/...you can enter the property address here and it will show you the tax bill and the owner of the proeprty.  

DM has done a good job focusing on the workflow, even recording my route.

Hey Alden,I currently don't use Zapier but what you can do is set up another workspace and call it Incoming Calls and use the email to App Function to send all your calls into this workspace and then use Globiflow workflows to send the phone number, caller ID, & and the call recording link into your seller app, cash buyers app and so on.  

Or an example of a good cleaning crew, with the systems they use for work flows, owner requests & quality control? 

Do dependent on the results of the meeting we trigger a follow-up workflow that allows us to keep tabs on the property until it's sold.

Happy to talk with you about my workflow with my clients to give you a base knowledge.  

It failed in multiple ways for us, but like everyone else, we went into it with our own needs, our own workflow, our own personal limitations.We haven't given up completely, but we're not doing the earn-and-burn with the multiple cards and their travel bonuses anymore.Does any of this match your situation?