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Borrower
A Borrower is someone who has started filling out the application. Both are important and the transaction between Lead and Borrower is seamless inside of Better MLO. A CoBorrower is another person on a mortgage application.
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 ...
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 ...
Contacts Screen Overview
In Better MLO, a contact is someone you know has some type of interest in getting a mortgage. We differentiate the contacts into two categories: leads and borrowers. To us, having these two contact types give us an immediate indication of where they ...
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, ...