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Contact Status Definitions - Lenders

Contact Status Definitions

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

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.
BEST PRACTICE: 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.