Tracking Client Communication - Calyx Point 7 User Manual

Marketing tools
Contact Information dialog box
Conversation Log

Tracking client communication

Use the
and borrowers more efficiently. Use it to rate the client's level of interest, note any
meetings you have scheduled with the client, indicate the next date to contact, record the
source of the referral, and record any comments.
Access the
bottom of the
To use the
Open a prospect or borrower file.
1
Click the Contact Info button.
2
Rate the level of interest of the borrower by selecting the
3
button.
408
The Contact Information
with prospects and borrowers, rate their interest, and record upcoming meetings.
The Conversation Log is used to provide a history of conversations with prospects
and borrowers.
Contact Information
Contact Information
Borrower and Prospect Information
Contact Information
Determine whether a potential borrower is rated hot, warm, or cool by
their interest in proceeding with the loan.
After your prospects are rated, you can run a report that shows your
prospect's level of interest at a glance.
dialog box provides a means to track communication
dialog box to help you communicate with your prospects
dialog box by clicking the Contact Info button at the
screen.
dialog box.
Tip
Cool Warm Hot
, , or rating
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