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Mortgage brokerage

Moorfield Terrace Home Loans

Real estateTeam and HRGoverned columnsGoverned columnsNothing gets lost

Briony Yeboah is a loan officer at Moorfield Terrace Home Loans, a twelve-person mortgage brokerage in Columbus, and she uses this to keep the team's desk schedule, licenses and new-hire onboarding in one place while pay and home details stay visible only to the people who should see them.

What it makes

  • 5 tables
  • 5 views
  • 1 form
  • 1 set of dimensions
  • 1 digest
  • 1 checklist
  • 1 notification
  • 1 agent
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