Where do I add Contacts & Companies?

Contacts & Companies would be created within a loan record. Click on the loan menu labeled Entities and create your entities/contacts.

NOTE: If you purchased the Lead Tracking module you have the ability to add Contacts & Companies within the main tables.

 

How do I know what companies are associated to a Contact?

In the Contacts menu, search for your contact and click on the contact’s hyperlinked name to view their vCard. Within the vCard click on the Associated Companies tab.

 

I receive tax returns by mail. How do I locate a company via Tax ID?

Assuming the Tax ID has been entered in the database you can search in the Companies main menu or in the Master Search bar next to your Organization name.

 

How do I add an Insurance Company and Agent to the list?

Companies and respective agents would be created within a loan. Click on the loan menu labeled Tracking > Insurance and then add/edit your record.

NOTE: If you purchased the Lead Tracking module you have the ability to add Contacts & Companies within the main tables.

 

How do I add a Lender and the contact?

Lenders and lender contacts would be created/added within a loan. Click on the loan menu labeled Financing and go to the Financing tab. Click on a Funding Source and add the Lender and Contact into the Funding Source.

NOTE: If you purchased the Lead Tracking module you have the ability to add Contacts & Companies within the main tables.

 

What’s the preferred method for clean-up of contacts if I notice duplicates?

We suggest the cleanup order be in this fashion:

• Staff names should be PRIORITY ONE
• Lenders (entities)
• Lender contacts
• We do not recommend merging pre-existing loan records and/or loan contacts.