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 version 12.156+) allows the fixed rate mortgage expiry date to be entered
From version 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:
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2. Reporting From Reports on main menu:
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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:
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