Creating a Salesperson from the Loan Application

A salesperson's record (also referred to as a contact) should be created as part of the system setup process or when someone is hired. However, if a salesperson has not been created and you are in the middle of creating a loan application, the salesperson can be created on-the-fly.

To create a salesperson from the loan application

  1. From the Loan Application Form, click Salesperson to create a new salesperson (contact). The Contact Info window displays.

    Salesperson Create

  2. Enter the appropriate information. It is mandatory to enter at least a first name or a last name.
  3. Enter a fax number, an e-mail address, and/or a text message address if you would like the contact to receive automatic notifications when the loan status changes based on the conditions set in contact preferences.

    NOTE: Sending a text message to a cell phone is as simple as sending an e-mail, where the text message format is the 10-digit cell number, the "@" sign, and the carrier's domain.

  4. Click Save.