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

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?

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: https://classic-infusionsoft.knowledgeowl.com/help/create-and-manage-opportunities

Thanks,
Joe

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

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