The individual records for any People, clients, lenders, agents, etc. Gray ribbon across the top – Buttons for sending a vCard or Adding New Person (View/Edit Form only). Status – Select a Status for the Person Prospect – Not committed to us yet, perhaps hasn’t signed an agreement yet. Client – Committed to us, perhaps […]
Category: People
People Overview
People information is input and stored here including prospects, clients, agents, lenders, escrow officers, and others. Next Up is a convenient User defined Queue set up under the Business Dashboard by Admin users. If you have a team with a queue rotation, this is the perfect place to keep track of who’s next. Clicking on […]