Modules

Every module within your CRM serves a distinct purpose, designed to track and save information about a key component of your business. All of the modules can accessed from the tabs in the navigation bar at the top of each page. The module tabs are customizable, and always present in each module making it simple to flip back and forth. A few of the most important modules are the following:

Mortgages Module

All of your mortgage deals can be found under the Mortgages module tab in the top navigation bar.

Overview of Mortgages kanban view

To create a new mortgage, click on the Create Mortgage button at the top right corner of the screen and input information as you are prompted. Your screen should appear as follows:

Overview of Create Mortgage screen

Leads Module

All of your leads are found under the Leads module tab. Once clicked, your screen should appear as follows:

Overview of Leads canvas view

To create a new lead, click on the Create Lead button at the top right corner of the screen and input information as you are prompted. Your screen should appear as follows:

Overview of Create Lead screen

Converting Leads to Clients

Once you have created a lead, you have the ability to turn them into a client if they want to move forward and work with you. To convert the lead, click on the specific lead you want to convert:

Lead Module.

From here, click Convert at the top right hand corner of the screen.

When in specific lead.

From here, you can turn that lead into a client and also create a new mortgage with that client's information.

Convert lead section.

Clients Module

All of your clients are found under the Clients module tab. Once clicked, your screen should appear as follows:

Overview of Clients list view

To create a new client, click on the Create Client button at the top right corner of the screen and input information as you are prompted. Your screen should appear as follows:

Overview of Create Client screen

When in a client's file, you can see the mortgage associated with them by clicking on the left hand side header Mortgages.

Client file.

From here you can view their mortgage, or create a new one.

If you know the client's income or address, and they did not fill it out on a mortgage application. You have the ability to assign them an already created income/address, or create a new one. You can access this information by clicking on the Addresses and/or Incomes section on the left hand side header.

Addresses and Income section within client file.

Partners Module

All of your partners are found under the Partners module tab. Once clicked, your screen should appear as follows:

Overview of Partners list view

To create a new Partner, click on the Create Partner button at the top right corner of the screen and input information as you are prompted. Your screen should appear as follows:

Overview of Create Partner screen