Jungo to Mortgage Reviews by Mortgage Coach - Scenario 1 - New Lead, No Transaction
Scenario 1: from the Contact page
- Example: You have a brand new lead, a referral that another client gave you, but you only have enough time to enter some contact information in Jungo.
- Enter the following fields:
- First Name
- Last Name
- Referred By
- Phone, Mobile Phone, Home Phone
- Mailing address
- If the lead has a co-borrower:
- Enter the Co Borrower First Name, Last Name, Mobile and Email
- Click on “Generate Mortgage Review TCA Presentation” or, for renters click “Generate Mortgage Review Rent Vs. Own Presentation."
- Complete your Mortgage Review in Mortgage Coach, and then refresh your Jungo Contact page.
- Your Mortgage Review link will appear: email it by clicking on the “Send Mortgage Review Presentation” checkbox in your CRM.
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