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Co-Borrower
A "Co-Borrower" is a contact who is also on an application with a Borrower but is not typically the primary point of contact.
Contact Types
In Better MLO, in addition to Contact Stages, we use a Contact Type field. For Contact Types, there are only 3 types: Lead: A "Lead" is a contact who has expressed some type of interest. The Lead could be someone who contacted your company directly ...
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, ...
App Commitment
"App Commitment" in Better MLO CRM represents a significant stage in the customer engagement process. It signifies that a contact has explicitly expressed their intention and commitment to submit an application for your services or products. These ...
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 ...