Add a Contact

Before you are able to create a loan, you need to Add a Contact.  Borrowers for your loans are associated with your contacts in the Bryt system.  You can also use the contacts database to keep track of other people or companies associated with your loans.  For example, other contacts may include Investors, Real Estate Agents and Insurance Agents. 

To learn more about the Bryt CRM Database, please review the Contacts Overview documentation.

To Add a Contact, click on the "Contacts" link in the navy strip and then click on the "Add Contact" button on the left side of the table:

You can also access the GUIDE ME Tour for Add a Contact by clicking on the "Need Help" button in the lower right corner and then selecting "GUIDE ME - Add a Contact" from the "GUIDE ME Tours" section: 

Additionally, you can also access the GUIDE ME Tour for Add a Contact by clicking on the "Checklist" in the lower left corner and then selecting "GUIDE ME - Add a Contact":

The "Create New Contact" page allows you to enter information for the contact.  To create a contact record, you must enter data into at least one of the following fields:

• First Name
• Last Name
• Organization

To save your changes, click on "Save Changes".  To revert back to the original data, click "Cancel".