Contact - Details

The Contact Details record includes the Contact Name, Title, Organization, Address, Phone(s), Email and Notes.

To Edit the contact record, click on the “Edit” Button in the upper left corner:

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

From the Contact Detail record, you can access:

1. Loan List (list of loans that the contact is involved in)
2. User Notes – Activity on loans, emails sent to the contact, notes about interactions with the contact, etc.
3. Communication – Activity on loans, emails sent to the contact, notes about interactions with the contact, etc.

Additionally, if your system includes advanced modules, you may also be able to access:

• Custom Defined User Fields
• History of the contacts online loan applications
• Document Storage
• Banking Information

The Quick Tools link located on the top right of the page gives you access to the following functions:

• Send an Email
• Add User Note
• Delete a Record
• Create a Loan
• Record a Payment
• Payoff Calculator