Page Comparison

1. Add mortgage expiry date

From sales applicant:

• Click link beside Status to view Applicant Status screen
  

• Enter date in Mortgage Expiry Date field
  

• Click cross to exit Applicant Status screen
  

• Save applicant record

2. Reporting

From Reports on main menu:

• Click Power Reports

• Select Applicant Report for Sales then click Show more

• A Mortgage Expiry option is available

3. Example report

For example, this report will return active sales applicants from the logged in user’s office with a mortgage due to expire in the next 3 months

4. View mortgage expiry information in results grid

The mortgage expiry date can be shown in the report results grid but needs to be added and saved to the grid first, as follows:

• Right-click over the column headings, click Pick columns, select More, tick Mortgage Expiry, then click Accept

• The new column will be added to the far right side of the grid - click and drag the column heading to the desired position

• Right-click over the column headings again and click Save grid layout

• Grid functions can be used to sort or filter the report results by mortgage expiry

  • To sort the list, click the column heading

  • To filter, click to the right of the column heading (to view filter icon - shown above) and enter dates to filter by