Advanced Features include:
- Synchronize data with the Outlook Contacts folder.
- Send data imported from LOS programs to Outlook automatically.
- Create and manage linked Outlook tasks and appointments.
- Display Outlook history of tasks and appointments.
- Transfer loan details into Outlook Contact notes.
- Provide a bridge between your LOS system and your Palm Pilot, Blackberry, Iphone or Pocket PC, including loan details.
- Link all Outlook e-mail sent and received for easy viewing.
- Create rate lock events in Outlook.
- Assign and e-mail Outlook tasks to other people, who must formally accept or decline tasks you assign.
- Define and manage workflow tasks through the new Activity Manager.
- Import Internet Leads received via Outlook e-mail. (Setup fee is required)
- Microsoft Exchange compatible.






