The client records

Each client is unique, and so is their record. This is where we hold information about their mortgage and display any client activity.

The information you see here comes straight from your CRM. We validate this with you during the data ingestion process.

You view what your client views – all in one place. So no need to flip between systems. HURRAH!

The client record

Basic info

This displays basic contact information that we hold for your client. Name, email, assigned broker, current status, and any actions and activity.

Answers

These appear when your client requests a call and answers our preliminary time-saving questions:

We show them to help field even more info for you before your callback. So you know what they’re thinking already.

Activity

Where the magic is tracked. Here is where you’ll be able to see what is sent to a client, whether they’ve opened it or requested a call.

Everything to do with a client is tracked in their activity pane.

"How do I know what my clients are sent?"

You can see what a client has been sent in the activity pane. Click each email to see the contents.

Activity items: What they mean

1st call requested - client has requested a call

Account created - client has created an account in the consumer app

Clicked a link on an email - link in an email has been clicked by the client

Email opened - email has been opened by the client

Email sent - email has been sent from the Eligible system to the client

Logged in - client has logged into the consumer app

Business user actions

1st attempt - user has tried to call this client and hasn't left a voicemail

1st callback request - user has called the client, spoken to them and set a reminder to call them back

1st voicemail left - user has tried to call this client and left a voicemail

Assigned from being an orphan - user has assigned this client to an adviser

Data change requested - user has requested a data change on the client 

Data change resolved - the data change on the client has been resolved

Meeting booked - user has booked a meeting with this client

Not Interested - client has been marked or marked as not interested. They may have gone direct to the lender, used a new broker, paid off their mortgage or sold their property

Removed from list - user has clicked "stop trying" on this client, usually due to no response after several attempts

Retained - client has been marked as case started

Mortgage

This is where we hold the client's mortgage information. 

If they have more than one mortgage, they will all be displayed here in the same record.

How to change client data, such as products or contact details

Not everyone’s perfect; sometimes there will be errors with client data. Maybe you need to tell us that a client has updated their email address, phone number or other contact details.

Here's how to change data when there are errors or updates required for:

• Product information
• Client contact information

Simply click “Mark As” (this button is so important it has its own section explaining how you can use the 'Mark As' button):

Then click Change data.  

Then tell us what needs changing. If the client has multiple mortgages, tell us which property the change is for.

To see this in action, check out this video.