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The Activity Summary section shows you the current activity status as well as what activity is next. An activity is an action to be completed or that can be completed during the loan process.
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You With certain permissions, you can update the activity for a record by selecting the new activity from the Activity dropdown menu and clicking Update. Without these permissions, the dropdown list options appear grayed out.
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Contact Form
The Contact Form section is navigated using the configurable tabs at the top of the form. You can tab through the sections of the form by clicking the tab name. Each section has an Update button at the bottom that allows you to save any changes but you can also use the Update button just above the form.
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You can create and save table field views, including the defaut default view, by Action Type.
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For example, this allows a user to see only “Marketing” Marketing or other Action Types action types by default in lead history.
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The Assignments section allows you to view all roles associated with a record. Only one person associated per role can be assigned.
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Columns Displayed in Assignment | |
Column Name | Description |
Primary | Primary agent indicated by a green check mark |
Agent | The name of the user |
Job Title | The job title of the user |
Phone | The phone number of the user |
Date | The date and time when the assignment is executed |
Ext | The extension number of the user |
The email of the user | |