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GABSTER LEADS / MORTGAGE PROFESSIONALS

Your leads.
Your next move.

From a new referral to a closed client, keep the people, conversations and next steps together. Built for loan officers and the referral relationships behind every lead.

Explore the workflowCurrent availability
FROM CONVERSATION TO FOLLOW-UPiPhone & iPad
Actual Gabster Today screen with fictional due work
Actual Gabster contact with fictional Alex Taylor's brief
Actual saved note and action in Gabster Leads

Actual app screens with fictional sample records. Backgrounds are illustrative.

WORK THAT STAYS CONNECTED

Keep the details.
Make the next move.

A record you can pick up

Keep contact details, qualification ratings, notes and files together. Review a brief of saved notes before the next conversation.

Actions & Calendar

Review work due today, create follow-ups and save events to your chosen calendar when you ask.

Follow-ups that stay visible

See overdue work and contacts that need attention. Set your follow-up rules, plan the next action and keep active leads from going cold.

Voice & touch

Speak a request or use the app's controls for supported operations. Pick the way that fits the moment.

Keep your Agents in the picture.

Export a landscape Agent report with linked contacts and their progress. Use Mint or Black and white, review the PDF and share it yourself. Report reminders and sent history help you keep track.

Current availability

Gabster Leads is in a limited owner beta. Access is arranged with the product owner. Public App Store and ChatGPT directory releases are still pending.

Ask about access

Actual Gabster note and next action with Calendar controls
Actual native app capture. Fictional sample records.

A CLEARER REFERRAL WORKFLOW

From their introduction
to your next conversation.

Bring referrals into the work without losing the person who sent them.

  1. Invite your referral partners.

    Real estate Agents and assistants you invite can submit lead details, contact information and context to your account.

  2. Review the introduction.

    Add an approved submission as a new Lead, link it to an existing contact or decline it. You choose what enters your workspace.

  3. Work the relationship.

    Make the call, save the outcome, update the rating and schedule the next step. Your notes, actions and contact history stay with the record.

  4. Share the progress.

    The referring person can follow their submission and selected shared progress. Choose which notes and actions they see, and review new information they send back.

KEEP THE RELATIONSHIP MOVING

First call.
Next step.
Closing day.

Leads

Build the conversation with notes, a qualification rating and a planned follow-up.

Approved & In Escrow

Track the escrow checklist from opening escrow through disclosures, appraisal, conditional approval and closing.

Closed

Finish the checklist to move the client to Closed, with the record and history kept together.

Archive

Take inactive contacts out of follow-up reminders while keeping their history.

YOUR WORKSPACE ON IPAD

Room for the details.

Your contacts and the work around them,
together in a larger workspace.

Actual Gabster iPad contact workspace with fictional data
Actual iPad app screen. Fictional sample records.

GABSTER LEADS

Stay close to
your next step.

Find out about the current beta.

Ask about access