Lumen

Tour every section of your dashboard — KPIs, charts, tasks, appointments, transactions, and reminders.

Complete your profile — photo, name, bio, phone, landing page, broker & fees, socials, and more.

Add a new contact to your CRM pipeline.

Organize contacts by stage and track your deals.

Link a second borrower to an existing contact for joint loan applications.

Update where a contact is in your workflow — New, Contacted, Attempted, or Lost.

Categorize contacts with tags for easy filtering and organization.

Make your own tags to organize contacts your way.

Bulk-import contacts from a CSV or Excel file with auto-mapped fields and AI column detection.

Select contacts directly from your iPhone or Android address book.

Tour every section of a contact's detail page — activity, tasks, notes, documents, quotes, journey, and team.

Build a mortgage presentation with loan scenarios for your client.

Configure your default rates, fees, and presentation preferences.

Bring a PDF or DOCX into Papyrus to edit and send.

Upload a master PDF and map fields for auto-fill.

Open a conversation and send a message to a contact.

Start a group conversation with multiple contacts at once.

Bring a new person into an existing group conversation.

See a group member's contact details and shared information.

Create and assign a task right from a conversation using the + menu.

Create an interactive checklist via the + menu and send it in the conversation.

Ask Chronos to create contacts, tasks, appointments, and more — just by typing.

Let Chronos create a contact for you — just type and confirm.

Switch to voice mode and speak your requests hands-free — create tasks, search, and more.

The floating Chronos orb appears on every page — click it for contextual help without leaving what you're doing.

A guide to Chronos's capabilities — create contacts, tasks, checklists, appointments, update records, and ask about real estate.

Set up a workflow that runs automatically on triggers.

Build a drip campaign with timed email, SMS, and task steps that run automatically over days or weeks.

Send a one-time email or SMS blast to all contacts, clients, or a specific segment.

Find and connect with agents, lenders, and builders.

Calculate monthly payments, PITI, and see the full breakdown.

See the full month-by-month breakdown of principal and interest.

Calculate wraparound mortgages and seller financing terms.

Calculate debt-to-income ratios for loan qualification.

Calculate qualifying income from pay stubs, W-2s, and bank statements.

Walk through every settings tab — profile info, photo, theme, landing page, network, licenses, and more.

Set up a public page that clients see when they find you online.

Generate shareable links that automatically associate contacts with you.