Contact name

The view shows the contact name at the top of the page.

Snapshot

Based on the searches that this contact has performed on your site, the system creates a simple statement of what the contact is looking for, including the location, average price, and number of bedrooms and bathrooms. The statement appears above the tabs.

Current Reminders

You can see a few current reminders, act on them, or easily add a new reminder. To see all reminders, at the bottom of the page, click All Reminders. To manage reminders, use the Edit Reminder, Complete, or Delete icons.

Contact information

At the top of the Summary view, you can find the information you need to reach the contact, including phone numbers, email addresses, and a physical address.

Status

The Status indicates where a contact is in the lending process. To change the status of a contact, click the down-down list, and select a status. For more information on status types, see Contact Status - Lender.

Timeframe

On a registration form, contacts indicate how soon they expect to buy: Now, 1-3 months, 3-6 months, 6+months, or Just looking.

Created

This is the date the contact signed up on the website.

Last Action

This is the most recent date and time the contact visited your site.

Moving From

This is where the contact is from, not necessarily where the contact is looking for property. This comes from information provided on a registration form.

Looking In

This is where the contact is looking for property. The system calculates this based on contact search behavior.

Has Requested Pre-approval?

If a contact selects that they need a mortgage pre-approval when they sign up, this is Yes.

Eligible for Alerts?

If a contact unsubscribes from listing alerts, this is No.

Eligible for System Emails

If a contact unsubscribes from system emails, this is No.

Self-Reported Credit

A contact an provide their own assessment of their credit. They entered this when they registered on the website.

Agent Name

The name of the agent to whom a contact is assigned.

Agent Email

The email of the agent to whom a contact is assigned.

Agent Office Phone

The office phone of the agent to whom a contact is assigned.

Agent Cell Phone

The cell phone of the agent to whom a contact is assigned.

Agent Status

An agent assessment of a contact buying status