Vision CRM – Mobile App Design

Vision CRM is an app designed for mortgage brokers to manage their leads.

Mortgage Loan Officers (MLO) can view all leads, send them offers, and communicate with them via calls, messages, or emails.

Instead of having a separate edit page for lead details. I've kept the information in the forms. This helps the MLO make changes to the lead info right away when they are on the call with them. Making the experience better for MLO and the lead on the call.