Customization for Mortgage Lender

Carol Ussery
Carol Ussery Member Posts: 2
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?