Remove Compliance Remove CRM Remove Real Estate
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10 Tips for Creating a Great WhatsApp Business Chatbot

CommBox

Define your chatbot’s desired areas of expertise (finance, real estate, eCommerce, etc.) Industries – Getting API access from WhatsApp is generally easy for telecom, finance, retail, real estate, and education brands. Get updates directly to your CRM. GDPR security compliance. Increase sales.

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Clearbit’s Matt Sornson on driving growth with data and content

Intercom, Inc.

I started out building websites in high school and then didn’t have much of a college experience and instead got into real estate. One of our first products was a Watchlist API, which is for OFAC compliance. Matt Sornson: My career’s been pretty non-linear and unconventional. From there, I got involved in startups.

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How to Streamline Your HELOC Processes With Lightico

Lightico

But this popular method of borrowing against home equity is often fraught with compliance paperwork for lenders. A lot of paperwork is required during the HELOC process to ensure KYC and compliance with HELOC requirements. Self-Employed, Receive Commission Income or Own Investment Real Estate. Last two years’ W-2 Forms.

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DocuSign Signature with Sugar Makes Life Easy

SugarCRM

And with its Sugar integration comes the ability to send the documents for signature directly from the CRM. An advanced tip is to use “DocuSign field mapping” to get the filled values from the recipient back to the CRM module, giving you the ease of bidirectional data parsing and updating.