Mortgage expiry date on sales applicant

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

Open

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