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Summary Actions - Lender

The Summary view contains numerous calls to action. The following graphic contains active links to explanations for a given call. The actions table provides an explanation for each action call.

HTML
<map name="summaryActionsLenderMap">
  <area shape="rect" title="Send email to this address using your system email client." coords="105,95,247,114" href="#SummaryActions-Lender-email1" />
  <area shape="rect" title="Change this contact status." coords="106,147,197,170" href="#SummaryActions-Lender-status" />
  <area shape="rect" title="Print contact contact information." coords="519,52,573,70" href="#SummaryActions-Lender-print" />
  <area shape="rect" title="Export contact contact information as V-Card" coords="518,74,626,92" href="#SummaryActions-Lender-exportVC" />
  <area shape="rect" title="Resend your standard form greeting, optionally including an online application link." coords="520,97,644,123" href="#SummaryActions-Lender-resendWelcomeEmail" />
  <area shape="rect" title="Change this reminder criteria." coords="596,225,615,245" href="#SummaryActions-Lender-editReminder" />
  <area shape="rect" title="Mark this reminder completed." coords="619,226,636,244" href="#SummaryActions-Lender-completeReminder" />
  <area shape="rect" title="Delete this reminder." coords="642,226,659,242" href="#SummaryActions-Lender-deleteReminder" />
  <area shape="rect" title="Add a new reminder for this contact." coords="533,260,649,286" href="#SummaryActions-Lender-addReminder" />
  <area shape="rect" title="Send email to this address using your system email client." coords="106,476,277,490" href="#SummaryActions-Lender-emailAgent" />
  <area shape="rect" title="Expand the following panels." coords="18,637,81,652" href="#SummaryActions-Lender-showAll" />
  <area shape="rect" title="Expand the Comments panel." coords="19,671,112,691" href="#SummaryActions-Lender-comments" />
  <area shape="rect" title="Expand the Reminders panel." coords="20,712,137,731" href="#SummaryActions-Lender-allReminders" />
</map>

Actions Table

The following table describes actions that a lender can take using active controls in the Summary view.
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actionsTable

Action

Description

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email1
Email Contact

Click the email address to open the Compose Message form.

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status
Status

Use the Status drop-down list to change a contact status.

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print
Print

To print the contact contact information, click Print.

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exportVC
Export V-Card

To export the contact contact information as a V-Card, click Export V-Card.

The Export V-Card action saves the v-card file in your browser download folder. Most browsers have a Downloads menu command that provides a shortcut to downloaded files.

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resendWelcomeEmail
Resend Welcome Email

When contacts request a pre-approval, they receive a Welcome Email. Use this control to resend the email.

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editReminder
Edit Reminder

To change the date, time, or text of a reminder, click this.

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completeReminder
Complete Reminder

To mark a reminder as complete, click this. This system prompts you to confirm the action.

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deleteReminder
Delete Reminder

To delete a reminder, click this. The system prompts you to confirm the action.

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addReminder
Add Reminder

Click this to open the Add a Reminder dialog.

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emailAgent
Agent Email

To send an email to the agent of a contact, click the email address. This opens a new message window for the default email client on your machine.

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showAll
Show All

Expands the Comments and All Reminders panels. Clicking any of these titles toggles between the expanded and collapsed display of the respective panel.

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comments
Comments

To see all comments that you have written about a contact, or to add comments, click on the Comments panel.

You and an agent can share comments by checking the share comments box.

See also Summary Comments.

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allReminders
All Reminders

To see all reminders set for a contact, click this panel.