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Since this is a Microsoft product, there’s no compatibility or readability issues to worry about when sharing Word, Excel, or Powerpoint docs with clients or colleagues. OneDrive is Microsoft’s answer to the cloud storage problem. Files can be added from your office computer or mobile device, then accessed from anywhere via the web or the Dropbox app. If you just need access to existing files on the go, Dropbox is your key to your files in the cloud.
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The app is accessible from both web browsers and mobile apps for Android and iPhone. Multiple users can work on a text or spreadsheet document remotely and see the changes applied in real time. Collaboration is another big selling point with Drive. Google Drive lets you access, edit, and share your files on the go, whether you’ve got Word documents, spreadsheets, images, or PDFs. When you need files on the go, apps like Drive, Dropbox, and OneDrive are a must.
Price: $3.99 ( iOS ) File Management Apps The app offers boilerplate tasks, with the ability to create and customize your own workflow patterns.
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If you frequently order an Uber after offsite client meetings or file away a PDF version of new reports, Workflow can automate the process. The app files away personal details so that users can find a contact with searches such as “lives in Irvine” or “met last week, knows Dave.”Ī different yet equally helpful personal assistant app, Workflow helps you speed up task patterns you repeat often. The Humin iOS app lets you find a contact in the same natural way you’d ask an assistant. The number of personal assistant apps out there are growing and what they can do is quite impressive. Sometimes you want the benefit of a personal assistant without having to add another person to your payroll. Price: $4.99 ( iOS ) Personal Assistant Apps The app lets you set up multiple lists for home and office and syncs with all your devices, include the new Apple Watch. The Clear app lets users manage their to-do list with simple pull-down and swipe gestures to add and tick off items.
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The app is yet another calendar app, this time adding in the ability to set reminders and add to your calendar like your talking to a personal assistant - the user types a note about “meeting Carl for lunch on Thursday from 12 to 1pm” and the app blocks out your schedule.īusy mortgage pros can end up with a big list of to-dos - referrals, lead followups, paperwork, billing, plus all your non-work responsibilities. The Fantastical 2 app is a Mac-specific app, available for iPhone and Mac. You can easily pull up the LinkedIn profile of your next appointment and sync your schedule with Google Calendar, Microsoft Exchange, or iCloud. The Sunrise calendar app is great because of how nice it plays with all your other apps.
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Price: Free ( Android, iOS ) Calendar Scheduling Appsįor a mortgage professional, a good deal of your email work ends up on your weekly calendar, so you need a good one of these to manage setting up and following your schedule. Users sort through and clean up their email with a number of gestures, include a one-swipe move that works like a snooze button for an email you’ll answer at a future designated time. The Outlook app has an easy-to-use interface and good calendar integration, making scheduling appointments a snap.Īn alternative to the big email players, Mailbox claims its clean user interface will help you get your inbox cleaned out. The app comes pre-installed on a number of mobile devices and works with Google’s other productivity apps.Ī number of tech bloggers have been raving about the new Microsoft Outlook app for Android and iOS. Being able to acknowledge a client’s question while you’re on the clock, but away from your desk, helps build that all-important client trust.Ī go-to email client these days for work and home, Google’s Gmail apps for Android and iOS are used by hundreds of millions. Customers send them at all hours of the day (and night). But those emails don’t stop at 9:30 when you’re ready to get on with your day. Email Appsįor a lot of people, email is one of the first items to tackle in the morning. Here’s a rundown of some of the best apps to keep your mortgage leads top of mind. Productivity products can help you do all this and more from the phone or tablet you already bring everywhere. Is there an app for that?įortunately, yes, there’s an app for just about everything these days. It’s a juggling act when your in the office and even more like the circus when you’re out and about. Remembering who needs a callback, resending paperwork, scheduling meetings, fielding requests. Keeping your mortgage leads top of mind as you go through your work day can be a challenge some days.
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