<aside> <img src="/icons/list_gray.svg" alt="/icons/list_gray.svg" width="40px" /> Table of Contents

• Super Admin
• Loan Officer
• Loan Officer Assistant
• Branch Manager
• Borrower Journey
• Partner Journey
• Processing Manager </aside>

The Borrowers Tab includes the following columns for each borrower contact:

1. Name: The name of the borrower.
2. Assigned To: The team member assigned to the borrower.
3. Email Status: The current status of the borrower's email (e.g., verified, unverified).
4. Address: The borrower's address.
5. Created: The date the borrower contact was created.
6. Tags: Any tags associated with the borrower.
7. Portal Status: The status of the borrower's portal access.
8. Phone: The borrower's phone number.
9. Email: The borrower's email address.
10. Last Contacted Date: The date the borrower was last contacted.
11. Action: Options for actions that can be taken on the borrower contact.

Features

View Options

• All contacts: View all borrower contacts in the pipeline.
• My contacts: View only the borrower contacts assigned to the current user.

Filters

• Filter Option: Apply various filters to narrow down the list of borrower contacts based on specific criteria.

Columns

• Columns Option: Customize the view by selecting which columns to display.

Actions

• Send Emails: Send an email to the selected borrower(s).
• Send SMS: Send an SMS to the selected borrower(s).
• Send MMS: Send an MMS to the selected borrower(s).
• Manage Tags: Add or remove tags for the selected borrower(s).