You can easily find the client you're looking for in your client engagement portal.
From the CLIENTS tab, you can:
Search for clients by name, home address, and email
Sort your database by interest rate, name, date added, equity amount, equity percentage, home value, and likely-to-sell score
Filter your database by client type (homeowners and buyers)
How to search for clients by name, home address, and email:
To locate a client within your portal, navigate to the CLIENTS tab. From there, you can search by name, home address, or email. The matching client will appear in the results below as shown in the following gif:
How to sort your database by interest rate, name, date added, equity amount, equity percentage, home value, and likely-to-sell score:
Step 1: Navigate to the CLIENTS tab
Step 2: Scroll down and follow the instructions in the gif below:
How to filter your database by client type (homeowners and buyers):
Step 1: Navigate to the CLIENTS tab
Step 2: Scroll down and click on Homeowners or Buyers as shown in the image below:
