Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Built-in Status Type - Lender

You can change a contact 's status as often as you want. Keeping the contact status up to date will help helps you focus on the contacts who need your attention and who are most more likely to become clients. Good use of status will help helps save you time and prioritize your tasks.

Status

Definition

New

All contacts that you have not yet contacted. After you have attempted to contact a contact, change the status to Retry or Active depending on the response.

Retry

Any contacts that you need to proactively contact and monitor.

Active

These contacts are engaging with you but may not be ready to buy right now. This list generally includes people who are contacting you with questions by email.

Inactive

Contacts who haven't contacted you recently.

(lightbulb) On the Recent Site Activity page, you can see if any of the Inactive contacts come back to the site. If they do, change their status to Retry.

Hot

Contacts who are working with you for a pre-approval.

Qualified

Contacts you have determined are qualified for lending.

Unqualified

Contacts you have determined are unqualified for lending.

Closed

Customers who have closed on their home.

Trash

Contacts who have asked to stop receiving email, unsubscribed themselves, or have no valid email address. Use this status very rarely or not at all.