🏠 RE + 💰 MLO

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Help ◔ 20

Client workspace

One relationship history. Two clear business lines.

Select a person to open their relationship workspace.

Add activity

Today

Workflow actions

Select a client to see relevant actions.

Every change is logged and reversible.

Priority brief

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Pipeline pulse

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Upcoming work

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My work queue

Conversations

This workspace is ready for the next integration phase. Core contact, activity, task, pipeline, and portfolio data remain available from Dashboard.

New contact

New task

New opportunity

Add Realtor partner

Add LOA member

Sign in to MRO CRM

We’ll email a secure MRO CRM access link. Use mro@mrorealtor.com or marvin@macmortgage.net. No password required.