Discover Easify CRM Exclusive Features
Welcome to Easify CRM, your all-in-one solution for optimizing lending operations. Discover exclusive features revolutionizing deal management, payments, and lender/agent relationships. Streamline workflow, enhance efficiency, and unlock growth possibilities with Easify CRM. Auto-Suggestion of Lenders Easify CRM suggests lenders for deals based on merchant criteria, streamlining the process of finding suitable lending options.The platform enables users to track commissions owed by lenders, providing transparency and accountability in payment processes. Users can submit multiple deals to lenders simultaneously, saving time and increasing efficiency. Direct ACH Payments via Mercury Bank The system facilitates direct ACH payments via Mercury bank without any fees, offering a convenient and cost-effective payment method.Automated Reminders to Lenders The system facilitates direct ACH payments via Mercury bank without any fees, offering a convenient and cost-effective payment method.Lender API Customization for Streamlined Integration Easify CRM customizes lender criteria and integrates APIs of top lenders, streamlining communication and data exchange for efficient deal matching and success.Comprehensive Payroll System The system facilitates direct ACH payments via Mercury bank without any fees, offering a convenient and cost-effective payment method.Payment to Unlimited Agents Users can make payments to an unlimited number of agents, supporting scalability and growth.Override, Advance, and Clawback Tracking Easify CRM allows tracking of overrides, advances, and clawbacks, ensuring accurate financial records and calculations.
