Summary Description - Lender
Feature |
Description |
---|---|
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 |
Example
Lorem ipsum dolor sit amet, consectetuer adipiscing elit.
Aliquam fermentum vestibulum est. Sed quis tortor.