Chaseless

Chaseless

BulkBrains
+
+

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About

Chaseless by BulkBrains is a client document collection and reminder platform designed to help teams stop manually chasing missing information. The software keeps client requests, due dates, statuses, ownership, and follow-up activity visible in one simple workflow. Teams can create client records, define required documents or details, assign deadlines, and automate reminder emails until items are received and approved. Chaseless helps replace scattered email chains, memory-based tracking, and spreadsheets with a cleaner system for managing outstanding requests. Staff can quickly see what is requested, submitted, approved, overdue, or coming due soon. Chaseless helps accountants, advisers, operations teams, and service businesses reduce repetitive admin, avoid missed follow-ups, and keep client work moving forward.

About

Set it and forget it with Pulse Reminders. Make tasks slipping through the cracks or forgetting to follow-up with leads or past borrowers a thing of the past. Pulse puts automated email + text reminders in place that help you and your team stay on top of leads, close loans fast and maintain relationships with past clients.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Chaseless is best suited for accountants, advisers, bookkeepers, operations teams, service businesses, small teams, client-facing firms, and administrative staff that need document request tracking, automated reminders, due dates, statuses, overdue visibility, client follow-up, and simple document collection workflows

Audience

Anyone searching for a powerful Loan and Mortgage solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

€19.99/month
Free Version
Free Trial

Pricing

$15 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BulkBrains
Founded: 2022
Ireland
bulkbrains.com

Company Information

focusIT
pulse.marketing/

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Categories

Categories

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Integrations

No info available.

Integrations

No info available.
Claim Chaseless and update features and information
Claim Chaseless and update features and information
Claim Pulse Mortgage and update features and information
Claim Pulse Mortgage and update features and information