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Arive Zapier Setup
This is a tutorial covering setting up Arive to Zapier to Better MLO.
Better MLO System Overview
Better MLO helps Loan Officer’s manage their leads and borrowers, ensuring they follow up with them at the right time and move them through the process towards filling out an application and eventually getting pre-approved for a mortgage. The ...
Lead Defined Follow Up
Lead Defined Follow Up - in Better MLO CRM represents a specific contact stage that signifies a lead's intent to move forward with your services at a later date. These leads have provided a specific future date when they intend to start the process, ...
With Other/CoBorrower
This contact stage in Better MLO CRM is designated for individuals who are associated with another primary contact, often referred to as the primary borrower. These individuals are co-borrowers or secondary contacts within the system, and while they ...
Sent Links Email
This contact stage in Better MLO CRM signifies a pivotal point in the customer engagement process. It denotes that a lead or contact has been actively engaged in conversation with your team and has received an email containing essential links to ...