Automatic Reminders:
  • HeyJoJo.com automatically sends you daily emails to keep you updated on your vital client events
  • With a single click, you can forward reminders to your business partners keeping you at top of mind for referrals
  • Choose what you want to be reminded about— client birthdays, loan closing anniversaries, wedding anniversaries, expiring ARM dates, virtually anything!
  • Referral sources are automatically cross-listed for each client event
  • The perfect tool to keep in touch with realtors, builders, and financial planning partners

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