Homelior Assistant

“Homelior Assistant” CRM application:

- Application offering a mobile experience of our internal CRM tool.
- Take client documents and document photos from camera.
- Timestamp photos from the camera via dedicated fields.
- Send documents for signature in one click.
- In-app calendar to plan your day and other activities.

Features:

- Manage functional folder data.
- Calendar display for scheduling Appointments.
- Stay up to date with real-time information flow of records.
- Regulatory compliance management.


Note on using the app:

The use of this application is limited to employees of Homelior and its partners. However, other users can use this application upon invitation from Homelior.
Any other person will not be able to use it.