<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

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The Borrowers feature offers a centralized repository for managing borrower information effectively, facilitating streamlined communication and collaboration within the team.

• The Borrowers feature provides comprehensive details about borrowers, including:

  • Name
  • Assigned Team Member
  • Email Status
  • Address( The current address of the borrower)
  • Creation Date
  • Tags(different from the tags in pipeline)
  • Portal Status
  • Phone Number
  • Email Address
  • Last Contacted Date
  • Current Action

• Additionally, users have the following options:

  • Add New Contacts: Users can add new borrower contacts directly within the Borrowers tab by selecting “+Contact” , located at the top right corner of the borrower page under Contacts
    • Enter the following details asked and select “create”
      • Source*
      • Campaign
      • Borrower Details
      • First Name*
      • Last Name
      • Phone Number
      • Email
      • Date Of Birth
      • Toggle(Yes/No) Add to my lead pipeline?
      • Toggle (Yes/No) Do you want to send an invite?

  

  • Import Contacts: Users have the option to import borrower contacts.

  

  

Actions via “Contacts” on Borrowers:

The Action section, located in the rightmost column of the page, provides several options for managing and interacting with borrowers

Available Actions:

1. Log a Call: This option allows users to log the details of a phone call made to the borrower. The following fields must be filled:

   • Message: Add a summary or notes from the call.
   • Call Disposition: Select the outcome of the call (e.g., Completed, No Answer, Voicemail).
   • Status: Mark the status of the call (e.g., Open, Closed, Pending).

2. Log an Email: This option is used to log the details of an email sent to the borrower. The following information is required:

   • Subject: Provide the subject line of the email.
   • Message: Include the email content or any relevant notes from the email exchange.
   • Save: Save the email log to the borrower’s profile.

3. Task: This option allows users to assign tasks related to the borrower. Task management includes the following fields:

   • Subject: Add a title or summary for the task.
   • Description (Optional): Provide further details regarding the task.
   • Due Date: Set a deadline for the task
   • Set Reminder: Option to set a reminder notification for the task.
   • Assign Task to: Select the person or team responsible for the task (e.g., yourself or another team member).

4. Events: Users can schedule events related to the borrower. The following fields must be completed:

   • Subject: Provide a title or description of the event.
   • Description (Optional): Add additional information or context for the event.
   • Attendees (Optional): Select attendees (such as other team members) for the event.
   • Start Date & Start Time: Choose when the event will start
   • End Date & End Time: Specify when the event will end.
   • All Day Event: Option to mark the event as an all-day event.
   • Set Reminder: Add a reminder notification for the event.
   • Show As: Mark the event status (e.g., Busy, Free).
   • Repeat: Set up event recurrence (e.g., Daily, Weekly).
   • Category Color: Assign a color code for the event category.

5. Notes: This option allows users to add notes regarding the borrower. Required fields include:

   • Subject: Provide a title for the note.
   • Draft with AI (beta): Use AI to assist in drafting the note (optional).
   • Save: Save the note to the borrower’s record.

6. Convert to Lead: This option is used to convert a borrower contact into a lead.

   Steps to Convert a Borrower to a Lead:

   1. Click on Convert to Lead: This action can be accessed from the Action button next to the borrower’s contact details.
   2. Enter the Following Details:
      • Source (Required): Select the source of the lead from the dropdown (e.g., referral, self-generated, etc.).
      • Campaign: Choose the campaign associated with the lead from the dropdown (optional).
      • First Name (Required): Enter the borrower’s first name.
      • Last Name: Enter the borrower’s last name (optional).
      • Phone Number: Provide the borrower’s phone number.
      • Email: Enter the borrower’s email address.
      • Invite Option: Choose whether to send an invitation to the borrower (yes or no).
   3. Click on the Convert To Lead button:

7. Delete Contact: This option allows users to delete the borrower’s contact information from the system. This action is irreversible, and once deleted, the borrower’s contact data cannot be recovered.