Version: 9
restore

Searching Online Help

 

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.

Actions Table

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

Action

Description

Email Contact

Click the email address to open the Compose Message form.

Status

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

Print

To print the contact contact information, click Print.

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.

Resend Welcome Email

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

Edit Reminder

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

Complete Reminder

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

Delete Reminder

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

Add Reminder

Click this to open the Add a Reminder dialog.

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.

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.

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.

All Reminders

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