408
Calyx Software
Marketing tools
Contact Information dialog box
The
Contact Information
dialog box provides a means to track communication
with prospects and borrowers, rate their interest, and record upcoming meetings.
Conversation Log
The Conversation Log is used to provide a history of conversations with prospects
and borrowers.
Tracking client communication
Use the
Contact Information
dialog box to help you communicate with your prospects
and borrowers more efficiently. Use it to rate the client’s level of interest, note any
meetings you have scheduled with the client, indicate the next date to contact, record the
source of the referral, and record any comments.
Access the
Contact Information
dialog box by clicking the
Contact Info
button at the
bottom of the
Borrower
and
Prospect Information
screen.
To use the
Contact Information
dialog box.
1
Open a prospect or borrower file.
2
Click the
Contact Info
button.
3
Rate the level of interest of the borrower by selecting the
Cool
,
Warm
, or
Hot
rating
button.
Tip
Determine whether a potential borrower is rated hot, warm, or cool by
their interest in proceeding with the loan.
After your prospects are rated, you can run a report that shows your
prospect’s level of interest at a glance.
