Mortgage expiry date on sales applicant

Owned by Fiona Wilson, created
Last updated: Nov 30, 2022
2 min read

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:

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