Feed property data direct into CRM from RP Data
in progress
Casey Stein
For those that subscribe to RP Data. An ability to locate and tag properties in RP Data that, once tagged push that data into CRM against the client or opportunity as selected. This would save an enormous amount of data entry time. In addition it would be able to significantly improve time taken in completing reviews as the property data could be more rapidly processed in terms of send update requests to RP data and having it push the update details back into Mercury for review before acceptance back to the customer data.
G
Glenn Lees
casey.s@ppacc.com.au we are building a feature in the new Mercury Research app where you can retrieve data from CoreLogic about any property - and attach this to both a funding position and opportunity.
https://apps.connective.com.au
These features should all be ready by the end of March.
Casey Stein
Glenn Lees: Sounds good. Could it also be built in for something like quick one-touch update for semi-automated annual reviews? Just thinking about situations where a full funding model work up isn't necessarily a required action to quickly get to an initial estimate of current position.
G
Glenn Lees
in progress