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 may not be the primary point of contact, they are included in the CRM.
Related Articles
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.
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 ...