Applicant guides (CRM)

Add an applicant

How to add a new applicant record and basic details which should be entered

Using applicant status & running reports

How applicant/buyer status information can be manipulated to generate business opportunities

Archive (& unarchive) applicant or contact

How to archive & unarchive an applicant or contact

Mortgage expiry date on sales applicant

A sales applicant’s fixed rate mortgage expiry date can be stored on their applicant record and then reported on

Logging applicant Financial Services Permission - configuration options

How an applicant's Financial Services status can be logged and reported on