{{dCnt.lead.owner.primary.name.first}} {{dCnt.lead.owner.primary.name.middle+' '}}{{dCnt.lead.owner.primary.name.last}}

{{dCnt.lead.address.street1}}{{' '+dCnt.lead.address.street2}}, {{dCnt.lead.address.city}} , {{dCnt.lead.address.state}} {{dCnt.lead.address.zip}}

System ID {{dCnt.lead._id}}
Unique Lead ID {{dCnt.lead.oldId}}

Borrowers

Borrower

{{dCnt.lead.owner.primary.name | formatBorrower}}

Co-Borrower

{{dCnt.lead.owner.secondary.name | formatBorrower}}

Current Mortgage

Amount

{{dCnt.lead.mortgage.amount | currency:'$'}}

Date

{{dCnt.lead.mortgage.date | formatDate}}

Rate

{{dCnt.lead.mortgage.rate}}% {{dCnt.lead.mortgage.rateType}}

Previous Value

{{dCnt.lead.mortgage.previousValue | currency:'$'}}

Value Estimate

Value

{{dCnt.lead.mortgageValue.value | currency:'$'}}

Date

{{dCnt.lead.mortgageValue.date | formatDate}}

Equity

{{dCnt.lead.currentEquity | currency:'$'}} ({{dCnt.lead.currentEquityPercent | number:2}}%)

Phones pipl

WP Results

Name(s)
{{wpName | formatWPName}}
Age: {{entity.age_range.start}} - {{entity.age_range.end}}
Gender: {{entity.gender}}
Phone(s)
{{wpPhone.phone_number | formatPhone}}

{{phone.number}}

{{phone.createdAt | formatDate}} - {{phone.source}} - updated {{phone.updated | formatDate}} by {{phone.userName}}

Lead

Can Call

Can Mail

Status

{{dCnt.lead.status}}



Working LO

{{dCnt.lead.pipelineOwner.name | formatBorrower}}



TUD

WTD



Lead Color:

Comments   

Schedule a Callback

{{comment.body}}
{{comment.date | formatDateTime}} by {{comment.userName}}

Status Changes

{{status.name}}

{{status.date | formatDateTime}} by {{status.userName}}

Turn Down History

{{td.type}} - {{td.reason}}

{{td.date | formatDate}} by {{td.userName}}

Applications

{{app.date | formatDate}} by {{app.userName}}

Edit Lead New Lead

Owner Primary

Owner Secondary

Address

Contact

Property

Mortgage

HECM to HECM APP

{{aCntrl.lead.owner.primary.name.first}} {{aCntrl.lead.owner.primary.name.middle+' '}}{{aCntrl.lead.owner.primary.name.last}}

{{aCntrl.lead.address.street1}}{{' '+aCntrl.lead.address.street2}}, {{aCntrl.lead.address.city}} , {{aCntrl.lead.address.state}} {{aCntrl.lead.address.zip}}

Borrowers

Borrower

Co-Borrower

Contact

Phones

Emails

Address

Credit

Mortgage Statement

Home Info

Notes


DOCS OUT FORM

{{doCntrl.lead.owner.primary.name.first}} {{doCntrl.lead.owner.primary.name.middle+' '}}{{doCntrl.lead.owner.primary.name.last}}

{{doCntrl.lead.address.street1}}{{' '+doCntrl.lead.address.street2}}, {{doCntrl.lead.address.city}} , {{doCntrl.lead.address.state}} {{doCntrl.lead.address.zip}}

Borrower

Co-Borrower

Address

General

 

Product

Forward

     
Streamlined:  
 

Reverse

     

Lead Type

       

Docs Delivery Method

       

Notes