Key Features   Your personalised home page that automatically updates to show you information such as reminders, upcoming meetings, new emails and business in progress   Automatically tracks all meetings, reminders and history notes against any company   File and manage any type of attachment against a company   Attachments received in emails are automatically stored against the client   Centralised lender product details and standard lender forms   Maintains links to introducers and secondary introducers   Deal / Project Management information from marketing through to settlement   Set reminders for yourself or others by email, SMS or to do list entries