Contacts

View the "Contact Management" Quick Reference Guide

Contacts are classified as business contacts or borrower contacts. Business contacts include partners, vendors, and other service providers with whom you do business. Borrower contacts include customers and prospects.

Use the Contacts tab to:

Create and manage borrower and business contacts
Search for contacts based on contact criteria
Originate loans, order credit, and find Product and Pricing services using existing borrower contact information
Create and manage marketing campaigns
Import leads using the Lead Center
Access a full-featured calendar to create and manage appointments
Create and manage a list of tasks
Create templates of commonly used letters and documents to send to selected contacts (Mail Merge)

Contact Management

Create a Contact	View Contact History
Edit a Contact	Reassign a Contact
Copy a Contact	Print Contact Information
Delete a Contact	Import a Contact
Work with Notes	Export a Contact
Work with Contact Groups	Synchronize Contacts

Search and Sort

Search for Contacts	Customize Columns
Advanced Search	Views (Saved Searches)
Sort Contacts

Mail/Email Merge

Create and Manage	Email Contacts
Print	Import

Loan-Related Actions

Originate a Loan	Order Credit
Product and Pricing	Link Loans and Contacts

Field Help

For Business Contacts

Details Tab

First Name	The contact's first name.
Last Name	The contact's last name.
Salutation	The greeting or introductory phrase used at the beginning of contact mail and email merges. For example, Dear Ms. Wilson.
Home Phone	The contact's home phone number. Click the telephone icon to open the Notes tab.
Work Phone	The contact's work phone number. Click the telephone icon to open the Notes tab.
Cell Phone	The contact's cell phone number. Click the telephone icon to open the Notes tab.
Fax Number	The contact's Fax number. Click the telephone icon to open the Notes tab.
Home Email	The contact's personal email address. Click the envelope icon to open Microsoft Outlook and send an email to the contact.
Work Email	The contact's work email address. Click the envelope icon to open Microsoft Outlook and send an email to the contact.
Contact License #	The identifier of the license or certificate issued to the business contact.
Lic. Issuing Authority	Name of the issuing authority through which the business contact obtained the license.
Lic. Authority Type	Level of authority of the license issuer: Private, Public Federal, Public Local, or Public State
Lic. Authority State Code	The two-character representation of the US state, US Territory, Canadian Province, Military APO FPO, or Territory in which the party is licensed or certified to operate.
Lic. Issue Date	The date on which the license was issued.
Do Not Email	Prevents email merge messages from being sent to this contact.
Public	Indicates that the contact is a public contact. Public contacts can be viewed and edited by users other than the contact owner (but not necessarily by all users in your organization).
Category	The type of contact, typically a service provider. Your can also create custom categories using the Business Categories tool in the Company Settings. You can use the Organization category to create information for different versions of your company information. This information can be accessed, and selected, from Page 3 of the 1003 application to override the default company information.
Company	The contact's company name.
Address 1	Line 1 of the contact's business address.
Address 2	Line 2 of the contact's business address.
City	The city in which the contact's business is located.
State	The state in which the contact's business is located.
Zip	The zip code in which the contact's business is located.
License #	The contact's business license number.
Fees	Any standard fees charged by the contact.
Web URL	The URL of the contact's website.
Job Title	The contact's job title.
Company License #	The business license number for the contact's company.
Lic. Issuing Authority	Name of the issuing authority through which the company obtained the license.
Lic. Authority Type	Level of authority of the license issuer: Private, Public Federal, Public Local, or Public State
Lic. Authority State Code	The two-character representation of the US state, US Territory, Canadian Province, Military APO FPO, or Territory in which the company is licensed or certified to operate.
Lic. Issue Date	The date on which the license for the contact's company was issued.
The following Investor Mortgagee Clause fields are visible only for Investor and Lender contacts. Use these fields to specify the Investor or Lender to associate with the Mortgagee Clause.
Mortgagee Clause	The text of the mortgage clause. Be sure to specify that reimbursement for losses associated with a damage policy will be paid to the mortgagee.
Company Name	The Investor or Lender's company name.
Contact Name	The Investor or Lender's first and last name.
Address	The Investor or Lender's business address.
City	The city in which the Investor or Lender's business is located.
State	The state in which the Investor or Lender's business is located.
Zip	The zip code in which the Investor or Lender's business is located.
Contact Phone	The Investor or Lender's primary phone number.
Contact Fax	The Investor or Lender's fax number.
The following fields are visible only for Title Insurance contacts. Use these fields to specify the Investor or Lender to associate with the Mortgagee Clause.
Account Number	The number of the bank account into which funds are wired.
ABA Number	The ABA (routing) number for the account to which funds are wired.

For Borrower Contacts

Details Tab

First Name	The contact's first name.
Middle	The contact's middle name.
Last Name	The contact's last name.
Suffix	The borrower's suffix, for example: Jr, Sr, 3rd.
Salutation	The greeting or introductory phrase used at the beginning of contact mail and email merges. For example, Dear Ms. Wilson.
SSN	The borrower contact's social security number.
Address 1	Line 1 of the contact's home address.
Address 2	Line 2 of the contact's home address.
City	The state in which the contact's home is located.
State	The state in which the contact's home is located.
Zip	The zip code in which the contact's home is located.
Home Phone	The contact's home phone number. Click the telephone icon to open the Notes tab.
Work Phone	The contact's work phone number. Click the telephone icon to open the Notes tab.
Cell Phone	The contact's cell phone number. Click the telephone icon to open the Notes tab.
Fax Number	The contact's fax number. Click the telephone icon to open the Notes tab.
Home Email	The contact's personal email address. Click the envelope icon to open Microsoft Outlook and send an email to the contact.
Work Email	The contact's work email address. Click the envelope icon to open Microsoft Outlook and send an email to the contact.
Company	The contact's company name.
Address 1	Line 1 of the contact's business address.
Address 2	Line 2 of the contact's business address.
City	The city in which the contact's business is located.
State	The state in which the contact's business is located.
Zip	The zip code in which the contact's business is located.
Web URL	The URL of the contact's website.
Job Title	The contact's job title.

Extra Tab

Contact Type	Select the type of borrower contact, Prospect, Client, or Lead. When you import a lead, the Contact Type is automatically set to Lead.
Status	Select the status of the borrower contact. The status list is created using the Borrower Contact Status tool.
Referral	The name of a person or company, if any, who referred the borrower to you.
Lead Trans #	The transaction number associated with the lead.
Primary Contact	Indicates the contact is the primary contact. This is typically selected when there are two related borrower contacts in your contacts database. When contacts are created as a result of an update from a loan file, the loan's primary borrower is designated as the primary contact. You can perform advanced contact searches using primary contact as a search criteria.
Contact Owner	The name of the user who created the borrower contact (or was assigned ownership of the contact). Only the owner can edit and reassign a borrower contact. If the contact is Public, users with access can view and edit the contact, but not reassign it.
Public	Sets the borrower contact as public. The contact is available for viewing by users above the contact owner in the organization hierarchy. If the checkbox is not selected, the contact is personal. Only the owner of the contact has access to it. If the User Group in which you are a member is defined to set the access of all borrower contacts to public, your contacts are always public and cannot be changed to personal.
Birthday	The contact's birthday. Type values for the date, month, and year, separated by a / or -. For example: 8/24/61, 08/24/1961, and 8-24-61 are all acceptable.
Married	Indicates the contact is married.
Spouse	The name of the contact's spouse.
Anniversary	The contact's anniversary. Type values for the date and month, separated by a / or -. For example: 8/24, 08/24, and 8-24 are all acceptable.
Do not call	Indicates the borrower contact does not want to be called.
Do not Email	Prevents email merge messages from being sent to this contact.
Do not Fax	Select this checkbox to indicate that the borrower contact does not want to be sent faxes.

Opportunity Tab

Loan Amount	The dollar amount of the loan.
Loan Purpose	Select a loan purpose from the list. If you select Other, type a description of the loan purpose in the other field.
Loan Term	The length of the loan in months.
Amortization	Select a loan amortization type from the list.
Down Payment	The expected down payment in dollars.
Cash Out	The amount of additional cash provided to the borrower by a cash-out refinance loan.
Credit Rating	The borrower contact's credit rating. The rating can be a numeric or text entry.
Bankruptcy	Indicates the borrower contact has declared bankruptcy.
Current Mortgage Balance	The current mortgage rate of property owned by the borrower contact. This filed is typically used for refinance-type loans.
Current Mortgage Rate	The current mortgage rate of property owned by the borrower contact. This filed is typically used for refinance-type loans.
Monthly Payment (housing)	The total monthly payment for housing. This can include costs such as rent, real estate taxes, and insurance.
Monthly Payment (non-housing)	The total monthly payment not associated with housing. This can include payments such as credit cards, auto loans, and alimony.
Employment	The employment status of the borrower contact: Employed, Self-Employed, or Unemployed.
Annual Income	The borrower's gross annual base income.
Address	The street address of the subject property.
City	The city in which the subject property is located.
State	The state in which the subject property is located.
Zip	The zip code of the subject property.
Occupancy Type	The intended use of the property.
Property Type	The property type.
Property Value	The estimated value of the subject property.
Purchase Date	The date of purchase of the property related to the requested loan. This field is typically used for refinance-type loans.

Contacts

Contact Management

Search and Sort

Mail/Email Merge

Loan-Related Actions

Field Help

Details Tab

Details Tab

Extra Tab

Opportunity Tab

See Also: