Welcome to ClientTrackerApp!

The ClientTrackerApp was specifically designed for the professional loan originator, realtor and real estate attorney. It's functionality and capabilities will provide you with the tools to track your clients' progress, ensure proper follow-up and manage client-specific tasks. This system also allows you to track and maintain your referral partners.

You do not necessarily need to be a real estate professional to use this system. If you're looking for a simple client management tool, we've got you covered.

How does this system help?

In a competitive market, it will always be the diligent, client-minded professional who excels and delivers a positive, efficient, memorable experience to his or her customer. The ClientTracker will give you a competitive advantage and allow you to manage more clients more efficiently.

System Highlights:

  • Follow-up Triggers/Reminders
  • Customizable Reporting
  • Referral Partner Tracking
  • Itinerary Emails
  • No Ads!
  • Access from any device or PC
  • Subscription based access is available
  • Client data & notes secured in the cloud

Why you should use this system:

  • Easy to use

    The system allows you to access any client in your database, anytime, and presents you with all the information in an easily managed format. There are no ads in this system.

  • Access from any device, anytime

    System allows you to access your client data and notes from your computer, laptop, tablet,mobile device and phone. All client data can be securely accessed from anywhere you have data access.

  • Ownership & Security

    Your client data is your business. Regardless of who you work for, your clients, their data and your connection to them remains at your fingertips.