There's dozens of copycats now, and the industry finally caught up with the concepts, ideas, and methods that were the backbone of my own brokerage, and part of my course messaging when I was coaching.
Our Edge system isn't currently available to all brokers, but it will be released to (mostly) everybody in early January after we've applied the email updates.
I did a 2am Web demo this morning with a broker that was using High Level for this task. As an auditor, this terrifies me, and as a marketer, it makes me laugh.
If High Level is part of your business stack, it's time to re-think you're life choices! From a functional perspective, It doesn't even create CRM notes. Just crazy. Don't use High Level for anything!
By the way, I've even heard of a coach (that should know better) introducing High Level for this post settlement purpose. Apart from *massive* compliance issues, it doesn't and can't perform 10% of the tasks necessary to build the post-settlement sequence.
Edge is fired off manually or automatically on the basis of Apply Online emails. It's also actioned via CRM notifications and other means. The CRM and MS-integrated contact is managed via Triggerly, so actions have actions assigned, and it evolves around the state of the deal. It should be and is automated.
Of course, real-world phone calls are the basis of a relationship, and Edge sumply supports your efforts.
Our updated system is ridiculously good... and it's crazy easy to use. A couple of coaches that I'm coaching (yeah, I know) are integrating the tool as a core component of 'their' program.
