✨ Announcing Our “What’s New at Setpoint: new.setpoint.io” Hub! ✨ We’re excited to share our dedicated hub for the latest product updates and innovations at Setpoint. Today, we’re spotlighting our Calculation & Paying Agent Services, designed to streamline funding for borrowers and lenders. No more wrestling with Excel spreadsheets or endless email chains. 🔍 Real-Time Accuracy: Enjoy precise data and transparent reporting, reducing errors and speeding up approvals. ⚡ Faster Workflows: Say goodbye to waiting days for data verification and inconsistent templates. Our platform automates and simplifies the process, giving you clear visibility and faster results. 👉 Explore the latest with Setpoint and subscribe for updates: https://lnkd.in/eqeHYzqQ
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If you use the Wealthbox CRM, SubSci released some Tango tutorials on how to get more out of it. More tutorials will be posted regularly, so bookmark the page to use later! You can also request specific tutorials through the feedback option. #financialadvisors #crmdata #howto #tutorials
To all the financial advisors out there: Do you use Wealthbox to handle your customer data? Check out these interactive tutorials to help you get more out of Wealthbox! The tutorials are done through Tango, which allows you to interactively click through each step or view all the steps as a list in a new tab. New tutorials will be added regularly and you can request a tutorial if you can't find what you're looking for. Want to do more with your Wealthbox data? SubSci can help! https://lnkd.in/daQhS6a6 #crmdata #financialadvisors #tutorials #howto
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Keep tabs on all the deals you’re looking at and track which ones will be moving forward based on the criteria that makes sense for you! Using the portfolio tool, build out a collection for all deals coming your way from listings or your network of brokers to centralize your deal flow. Click the video👇 to learn all about the portfolio tool with James McLean. https://lnkd.in/enHD8HKd #selfstorage #selfstorageinvesting #selfstoragefacility #selfstorageindustry #selfstoragetips
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Discover the ease of always knowing where your tools are with MobileFrame’s Tool Tracking Solution. Simplify your tool management and keep your operations running smoothly. No more lost time searching for tools – just clear, straightforward tracking for peace of mind. #MobileFrame #ToolTracking #WorkplaceSolutions
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Empower Your Real Estate Business! 🏡✨ Craft custom reports and automate your follow-up game with REI Pro Tools. Say goodbye to missed opportunities. Hit like and share for more insights. For a full spectrum of capabilities, visit our website at reiprotools.com. 🚀 #RealEstateEmpowerment #REIProTools
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Excited to be heading to #SubSummit2024 in a few short weeks! Catch me at Booth #808 to discuss how payment optimization and reducing involuntary churn are the ultimate growth levers for your #subscription business, leading to 10%-15% ARR growth. Comment or message me to connect!
SubSummit 2024
subsummit24-myexperience.personatech.com
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If you need a better way to track your tools, let's talk.
Discover the ease of always knowing where your tools are with MobileFrame’s Tool Tracking Solution. Simplify your tool management and keep your operations running smoothly. No more lost time searching for tools – just clear, straightforward tracking for peace of mind. #MobileFrame #ToolTracking #WorkplaceSolutions
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Introducing the new-and-improved SAM® with Mileage Tracking! The latest feature in our SentriKey Showing Service®, SAM® Mileage, is here to transform the way REALTORS® work. As the industry's first AI-powered virtual assistant, SAM® now includes a crucial tool - automatic mileage tracking! Say goodbye to manual mileage logs and hello to seamless, automated tracking. #SentriLockUpdate #MileageTracking
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To all the financial advisors out there: Do you use Wealthbox to handle your customer data? Check out these interactive tutorials to help you get more out of Wealthbox! The tutorials are done through Tango, which allows you to interactively click through each step or view all the steps as a list in a new tab. New tutorials will be added regularly and you can request a tutorial if you can't find what you're looking for. Want to do more with your Wealthbox data? SubSci can help! https://lnkd.in/daQhS6a6 #crmdata #financialadvisors #tutorials #howto
Wealthbox Tutorials
subsci.notion.site
