Customization for Mortgage Lender

Carol Ussery
Carol Ussery Member Posts: 2 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

I need the Leads to be my Private Lenders and that needs different information than a Deal.  The Deals need to be the Home Loan and Borrower Information.  The product is my fees for Underwriting, Processing, Doc Prep and a percentage of the loan amount for placing it with one of my Private Investors.  Can this software do that?  And if it can, can someone help me make it do that?

 

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 828 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited October 2020 #2

    Hi @Carol Ussery ,

     

    I can help get you setup with this.

    Please reach out to me at boris@axisconsulting.io to set up a call.

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