Clients

Your client records contain information about your borrower that doesn’t change as they go through the mortgage process, like their name, contact information, and date of birth.

From this view, you can click any line to be taken into the Client Details View. You can also click on New in the upper right to add a new client.

If you’re wanting to do a mass import of your clients, it’s better to separate them out by Pipeline Sequence and use our import template so that mortgage records are created at the same time for each client you import.