Summary Actions - Lender
The Summary view contains numerous calls to action. The following graphic contains active links to explanations for a given call. The actions table provides an explanation for each action call.
Actions Table
The following table describes actions that a lender can take using active controls in the Summary view.
Action |
Description |
---|---|
Email Contact |
Click the email address to open the Compose Message form. |
Status |
Use the Status drop-down list to change a contact status. |
To print the contact contact information, click Print. |
|
Export V-Card |
To export the contact contact information as a V-Card, click Export V-Card. |
Resend Welcome Email |
When contacts request a pre-approval, they receive a Welcome Email. Use this control to resend the email. |
Edit Reminder |
To change the date, time, or text of a reminder, click this. |
Complete Reminder |
To mark a reminder as complete, click this. This system prompts you to confirm the action. |
Delete Reminder |
To delete a reminder, click this. The system prompts you to confirm the action. |
Add Reminder |
Click this to open the Add a Reminder dialog. |
Agent Email |
To send an email to the agent of a contact, click the email address. This opens a new message window for the default email client on your machine. |
Show All |
Expands the Comments and All Reminders panels. Clicking any of these titles toggles between the expanded and collapsed display of the respective panel. |
Comments |
To see all comments that you have written about a contact, or to add comments, click on the Comments panel. |
All Reminders |
To see all reminders set for a contact, click this panel. |
Example
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