Work the deal, step 4
I update one deal
bips helps by: Applicants, lender status, rate, closing date and credit on one deal.
Deal detail, part of the CRM
Open a deal to track where each lender stands and keep the key numbers together.
What you do
- Open a deal from the pipeline
- Update applicants, rate and closing info
- Track each lender's status
In the app: CRM, Deals, open a deal