Meet the Time Saver Assistant Follow
Your CardTapp app is built to make connecting you with leads quick and easy. We find that our most successful members leverage their app to save time. Each time your app is shared is less time you need to spend on sourcing new leads. Managing incoming referrals with your app also helps save time by streamlining the referral process.
Organic lead generation and a streamlined referral process may be the most obvious ways your app can save you time, but what about some of the other tasks your digital assistant can help with? Your personal app can save you time by:
- Making payment calculations for potential borrowers or help existing borrowers know if refinancing will save them money (using your calculators)
- Distributing forms, rate sheets, or marketing materials that you would otherwise need to email (using your in-app docs)
- Highlighting important news and updates or addressing frequently asked questions within the app instead of fielding phone calls (using customized buttons)
- Connecting with multiple event attendees at once (using EasyText)
- Categorizing new app users from a specific event (using automated tagging)
- Adding new leads into a CRM (using a CRM integration)
Members with our SMS Marketing feature can capitalize on easily sending one-to-one text messages with updates or marketing messages to a group of app users with the click of a button!
Ultimately, your app gives you valuable insight into what app users are interested in and where they are in the buying process. Fully utilizing your app can give you laser focus on the leads, customers, and referral partners that will bring you the biggest return.
Want to get your digital assistant set up to save you time? Schedule some time to develop a strategy.