3

I'm looking for a way to track our applicant demographics. Any one have any ideas to track all your customers in one place?

Comments

Andree_Stara

Hi Sharron,

Can you provide more details on how you'd like it to work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

In reply to by Andrée Starå

I would like it to track all customers that are associated with an assigned loan number that we give them as we are a lending company. I would need to track the primary applicant along with any co-applicants that may be on that same loan as well, then to be able to track all their individual addresses, phone numbers, emails, fax #'s, etc. Does that help at all?