One file per deal. Follow-up until it closes.
Realtors and loan officers share a single client file: documents, tasks and messages in one place, with reminders that go out by text and email until the client responds.
One file, both sides
The realtor and the loan officer work from the same client file: documents, tasks, messages and notes in one place, with nothing to forward.
Follow-up that does not stop
Reminders go out by text and email on the schedule you set, and they stop the moment the client responds.
Patty, the assistant
Patty texts clients inside the group thread, asks the loan questions, collects the documents and answers routine questions about the loan. Anything sensitive goes through a secure link.
Access is by invitation. If you work deals with someone who already uses Fast And Easy Houses, ask them to add you to a file.