Version: 5

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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 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.

    (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.