How to create a seperate custom category for mortgage deal files, like a folder

Gary_Turner · December 8, 2018, 11:09pm

I am a mortgage broker and I would like to create files for each of my “deals”. Within this file I would be able to enter names of companies (lenders) I have submitted the borrow to, and follow up notes.These would be seperate from contacts or companies. Suggestions?

Joe_Gillespie · December 10, 2018, 4:31pm

Hi Gary,

Have you looked at using Opportunities?

I will admit that Opportunities are something I haven’t worked with much myself but it seems like they may be what you need.

There’s more information here: Opportunities | Max Classic

Thanks,
Joe

Cheryl_Hunt · December 10, 2018, 4:46pm

Another option, @Gary_Turner is Macanta. It’s Connected Data features are extremely powerful.

Topic		Replies	Views
Is there a way to add files to an opportunity that are linked to an opportunity instead of a contact or company profile? Max Classic	0	233	April 17, 2020
Can I save a file under a Company? Max Classic	0	559	December 20, 2017
Is there a way to add multiple contacts from different companies to a single opportunity Max Classic	0	245	June 20, 2022
Can I send a list of contacts (like a preferred vendor list) to another contact by email? Max Classic	1	435	January 28, 2018
Importing company data along with contacts Max Classic importing	3	622	February 9, 2021

How to create a seperate custom category for mortgage deal files, like a folder

Related Topics