In Better MLO, you can effectively manage your business contacts, such as real estate agents and other professionals. This guide will walk you through the steps to add and manage business contacts, understand their roles in your mortgage processes, and track interactions.

1. Log in to Better MLO.

2. Navigate to the "Business Contacts" section.

1. In the "Business Contacts" section, click "Add New Business Contact."

2. Enter the contact's first name, last name, phone number, email address, and choose the contact type.

• Contact types are predefined in the system and can be updated upon request.

3. Choose the marketing preference:

• "Off" means no marketing.
• "On" means you can send marketing materials to this contact.

4. Click "Save" to add the new business contact to your list.

1. To edit a business contact's information, click the "Edit" icon.

2. Update the contact's details and preferences.

3. Click "Save" to confirm the changes.

Note: The "Recruiting Status" and "Record Owner" options are currently under development for the editing section.

1. Use the search bar to find specific business contacts quickly.

2. Click on a business contact's name to view their details, including their recent notes and touch history.

1. On the business contact details page, you can find their recent notes and touch history.

2. Notes provide insights into recent interactions and communications. Touch history shows the timing of your interactions and notes.

1. Use the "Log Touch" button to record recent interactions.

3. Save the changes.

• "Contact Type" is a predefined category for your business contacts. If you need additional contact types, please contact our support team for customization options.

• The "Recruiting Status" field will be available under the "Edit" option in the future. It allows you to manage the recruiting status of your contacts.

1. Business contacts may refer leads or borrowers to you. You can view these referrals under the "Referrals List."

2. Click on a referral to access the referred lead's contact details and their involvement in mortgages.

1. Scroll down to view a list of mortgages associated with the contact.

2. The "Business Contact Role" section displays the contact's role in each mortgage.

• Future updates will include primary borrower information for each mortgage.

Effectively managing your business contacts in Better MLO ensures streamlined communication and collaboration within the mortgage process. This guide covers essential features like adding new contacts, logging touches, viewing notes and referral information, and understanding contact roles in associated mortgages. Stay tuned for future updates that will enhance the functionality of recruiting status and primary borrower information.