Call Groups in Better MLO serve as a powerful tool for creating predefined groups or filters for your contacts, business contacts, and mortgages. In this guide, we'll explore how to use Call Groups effectively, including creating, editing, and managing them.

Start by clicking on "Settings" in Better MLO.

Under "Settings," select "Call Groups."

Call Groups are designed to help you organize and categorize your contacts, business contacts, and mortgages. They allow you to filter your lists based on various criteria, facilitating efficient communication and management.

Before diving into creating Call Groups, let's explore the basic functionalities:

Located on the right-hand side, this button allows you to create a new Call Group.

You can use the search bar to quickly locate specific Call Groups by name or other criteria.

Segmentation is a way to filter the list of Call Groups, making it easier to find the desired group quickly.

1. Click the "Add New" button to create a new Call Group.

3. Choose a segment for your group: Mortgage, Business Contact, or Contact.

• Mortgage Segment: Allows you to filter by Mortgage Stages. Select one or more stages based on your requirements.

• Business Contact Segment: Offers filtering by Contact Type, such as "Realtor" in this case.
• Contact Segment: Provides options to filter by Contact Stages (e.g., Hot Leads, Warm Leads).

4. Determine whether this group should be included or excluded from your goals when logging touches. This setting ensures that your interactions with this group count or don't count towards your goals.

5. Click "Save" to create the Call Group.

1. Select the Call Group you wish to edit.

2. Click the "Edit" button.

3. Modify the group's criteria, including segments, stages, and inclusion/exclusion settings.

4. Click "Save" to update the group.

1. Choose the Call Group you want to delete.

2. Click the "Delete" button.

3. Confirm the deletion.

• Note: Call Group deletions are permanent and do not retain data for data integrity reasons.

Call Groups offer a convenient way to categorize and filter your contacts, business contacts, and mortgages based on various criteria. By organizing your data effectively, you can streamline communication and prioritize your interactions. Whether you're managing different stages of a mortgage application or targeting specific business contacts, Better MLO's Call Groups help you stay organized and efficient in your daily operations. If you have any questions or need further assistance, don't hesitate to reach out for support.