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Mortgage365 CRM Solution Offering
VerTech Solutions Group
+4
Applicable to:
Marketing
Sales
Power Automate
Power Apps
Provides loan officers a singular worksurface within the most integrated platform in the industry.
1 out of 2
WDX1
WEALTH DYNAMIX
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
Client Lifecycle Management solutions for wealth managers
2 out of 2