Contacts

In the Contacts view, you’ll be able to access all of your client (borrower) and partner records as well as manage any contact groups. Click on any record to access the detailed view.

In Whiteboard there are three types of records – Client, Partner, and Mortgage. All of the Mortgage records are housed in the Pipeline view. More than one mortgage can be attached to a client and you’ll certainly have multiple mortgages associated with your partners.