Contact Information
What stage are they at in the BUYING process?
Are they Pre-Approved, or Buying with Cash?
Do you know the Lender's contact information?
Which primary lender would you like to refer the client to?
Lender Contact Info
When would you like the system to prompt you again for this client?
What stage are they at in the SELLING Process?
Notes to add?
If you selected to Refer the client to a Lender, these notes will appear in the Text Message to the Lender.