SEE THE PROGRAM AT WORK

Approved CRM Demo

A closer look, one short chapter at a time. Start with the dashboard, then follow the pipeline and the workflows behind each relationship.

All four chapters · About four minutes total · English captions available

PART 01▶The Command Center0:55

PART 1 · 0:55

The Command Center

Start with the big picture. Explore a dashboard that brings your production, referral relationships, and client follow-up into view.

• Customize your dashboard
• Compare closed loans and lead sources
• Review referral partners and market trends

PART 02▶Pipeline & Pacing1:02

PART 2 · 1:02

Pipeline & Pacing

Follow the loan from one milestone to the next. See how the pipeline and workflow tools help organize your team’s next steps.

• Follow ARIVE loan milestones
• Keep active and archived records organized
• Explore campaigns and follow-up workflows

PART 03▶Contacts & Communication1:02

PART 3 · 1:02

Contacts & Communication

Keep the relationship and the conversation together. Tour the contact workspace, communication history, and tools for more personal follow-up.

• Explore contact details and loan information
• Review email, video, and SMS communication tools
• See the dictation workflow demonstrated

PART 04▶Marketing & Growth0:58

PART 4 · 0:58

Marketing & Growth

Bring your marketing tools into focus. Explore the advertising library, review-management options, and communication connections behind your company’s outreach.

• Explore email, Facebook, and YouTube campaign tools
• See review-management and review-request options
• Learn about Gmail, Outlook, and RingCentral connections

The videos show an example company’s workspace. Your subscribing company uses its own name, logo, colors, and team identity. Features and connected services are configured during onboarding.

Recorded before the latest birthday widget update. The dashboard now shows upcoming birthdays for the next seven days, with names and birthday month/day.