Tanner Wilcox

Symba - One everyday app that helps agents be entrepreneurs.

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The #πŸ₯‡ CRM and finance app for 🏑 real estate agents. Symba saves ⌚️ hours on πŸ“‡ client management and πŸ’° accounting and it saves you πŸ’΅ thousands of dollars on taxes.

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Tanner Wilcox
The #πŸ₯‡ CRM and finance app for 🏑 real estate agents. Symba saves ⌚️ hours on πŸ“‡ client management and πŸ’° accounting and it saves you πŸ’΅ thousands of dollars on taxes. Our Feature Set: βœ… Simple pipeline management βœ… Manage day-to-day tasks, notes, and reminders βœ… Syncs with contacts from your phone βœ… Aggregates your deal data into one simple feed βœ… A real-time view of your projected income βœ… A clear read on every commission earning βœ… Forecast your tax projections - liability and deductions - ahead of time βœ… A real-time view of your net income βœ… See all of your bank balances in one place βœ… Track business mileage and see those deductions βœ… Automates profit and loss statement βœ… Automates business expense identification so you never miss a deduction and keep more money βœ… Automates business expense categorization βœ… Automates income identification (1099, W-2, personal) βœ… Automates your tax forms so you don’t have to βœ… Attach partners to each deal (edited)