Mortgage expiry date on sales applicant

This guide has been reviewed against our global client base and classed as relevant to all regions

A sales applicant’s fixed rate mortgage expiry date can be stored on their applicant record and then reported on - this provides opportunities for mortgage service referrals based on when the renewal is required

This update (available from AgencyCloud 12.156+) allows the fixed rate mortgage expiry date to be entered

From AgencyCloud 12.157+, the mortgage offer expiry date can be entered in the sales progress screen, as outlined here: Store mortgage offer expiry date

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 first needs to be added and saved to the grid, 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

Mortgage expiry date on sales applicant

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