Adding a New Contact

 
In order to add a new contact into your LoanTek account:
 
1. Hover your mouse over the CRM Tab
2. Click on Add New
3. Select the appropriate Source, Source Filter, and Status.
*A source, source filter and status MUST be selected in order to add a lead
4. Continue filling out the remainder of the fields within the tabs. A first name is required in the contact info tab. 
5. Once you are satisfied with the amount of information entered for the contact record click on Save All
6. The page should refresh and you will be brought back to your lead manager with your newly created lead on top
 
Helpful Tips:
*Do not select the "Send Welcome Email To This Contact" box if you have already spoke to the contact
*If you want to send a welcome email to the contact remember to fill out an email under the contact info tab
*Source - Where the lead came from
*Source Filter - Will vary, but will can be Refinance, Purchase or General Contact
*Status - The stage your contact is at in the loan process
 
Or download it by clicking HowToAddAContact.mp4
 
This article is provided for informational purposes only and is subject to change without notice. It's not intended to include every feature or service that LoanTek provides. Visit the LoanTek Support Page for more information.

Add Feedback