Sources

Owned by Agatha Morgan (Unlicensed)
Last updated: Nov 17, 2017
2 min read



Source Overview

Sources in the system allow for more powerful MI - reports can be run on Sources, which allows the user to view where leads are coming from and where they are not. This page allows you to view all existing Mortgage Sources. Here you can see an overview of your Sources with the following details:

  • If the Source is Active (as an option within your Products)
  • The Name of the Source
  • Any linked Participants
  • If there are Secondary Sources

You also have the ability to hide inactive Sources by unchecking the box above the table, and a search box can be found to the upper-right to be used for searching Source Names.


- Source Overview

Creating and Editing Sources

There are two ways to reach the page on the right within the Mortgage Source page - to create a new Source, click the New Mortgage Source button on the bottom left, to edit an existing Source, selected Edit on the correct row. This will open the Mortgage Source Details page, where you can edit a number of things:

  • Mortgage Source Name: This is the text that shows on the dropdown on your Products.
  • Client Referral: ???
  • Active: Ticking this allows it to show on the dropdown within your Products - if you have a Source that was used, but is no longer, simply uncheck this box and it will no longer be an option for future Products.
  • Add Participant: If you wish a participant to be added when a Source is selected, you can link them here.


You can also add Secondary Sources on the Mortgage Sources page via the Add Secondary Source button. When Secondary Sources are added to a Source, a drop-down for them will appear when the Source is selected on a Product.


- Source Editing Page