Personal Info Screen

The Personal Info screen contains demographic information, such as birthdays and anniversaries for the contact and spouse.

Fields

·      Anniversary – Enter the day, month and current year to be reminded when the anniversary expires

·      Marital Status – Marital status of primary borrower

·      School – where the contact attended school

·      Years Exp. – Number of years in this profession

·      Hobbies – general hobbies. This field is used for compatibility with older versions of Mortgage Quest. See Interests screen.

·      Sports – general sports. This field is used for compatibility with older versions of Mortgage Quest. See Interests screen

·      Asst. First – Assistant’s first name

·      Asst. Last – Assistant’s last name

·      Birthdays – Enter the date of birth.

·      Ages – current ages of contact and spouse. This field is calculated automatically when the birthday is entered.

·      Other Phones – Enter alternate phones or the spouse’s phone information

·      E-Mail Address – Enter alternate or spouse’s email address. Clicking Send creates a temporary e-mail message.

·      Spouse – Name of the spouse

·      Occupation – Spouse’s occupation

·      Employer – Spouse’s employer

·      Children’s Birthdays – Enter the first names only and enter each child’s date of birth.

·      Assignments – The number of times this contact is in a related parties group. This field cannot be modified directly. It updates when the contact is added to a related parties group.

·      Referrals – The number of referrals this contacts has given you. You cannot modify this field directly. It is updated when you assign this contact as the referring source for a borrower.

·      Referral Type - This field classifies the contact based on how much business he or she gives you

·      Last Campaign and Date – Contains the name and date of the last marketing campaign completed