Conditions in BluMortgage
Conditions Feature
BluMortgage has a feature that can help improve your task management! You can create a list of outstanding documents for a mortgage file and use status updates to help you keep track on your progress collecting the listed documentation. Watch the video below to learn how to use the conditions feature in your mortgage module:
Custom Conditions
You can easily add custom conditions to each mortgage that you are working on. When selecting your conditions, simply start typing whatever custom value you require. As you start typing, the option to create a new condition will appear. Click this option, and the condition will be added to the mortgage:
Note: right now, there is no option to update the options that appear when selecting conditions.
How to send an email with the list of conditions
Often times you may need to collect documents from clients. BluMortgage has a feature where you can send the list of conditions in the CRM to your clients via automation. Watch the video below to learn how you can build a template that can pull the list of conditions.
Click here to learn how to auto add conditions to every deal in the CRM.