Skip to main content

How can I add or update the Mortgage Agent of my lead on the lead activity page?

Updated over 4 months ago

To update the mortgage agent:
​
1. Click on People page
2. Select the specific lead


3. On the lead activity page, go to the Lead Data section on the left side
4. Find the Mortgage Agent option and add or update the information


​
For any questions, you can reach out to us at [email protected] or call us at our support toll-free number +1 844 644 0023.
​

Did this answer your question?