Introducing Mortgage Industry Smart Lists: Smarter Contact Management with Accountable
Mortgage Industry Smart Lists designed specifically to help loan officers and mortgage professionals organize and filter B2B contacts more efficiently than ever before.
This powerful feature streamlines the way you manage your database by allowing you to sort and access mortgage industry contacts using dynamic filters. Whether you're working with realtors, builders, Loan Officer, or other industry partners, Smart Lists make it easier to focus on the right relationships at the right time.
Note: This feature is exclusive to users in the mortgage industry to ensure the most relevant and powerful experience for your daily operations.
How to Use the Mortgage Industry Smart Lists?
Click the Quick Action button located in the bottom left corner of your screen.
Select the contact and choose the contact type as B2B. And fill in the required contact details.
Make sure to select the relevant industry in the Industry dropdown (e.g., Realtor, Builder, Loan Officer, etc.).
Once you’ve entered all the details, click “Save” to add the contact.
Go to the top navigation bar and click the “Contacts” tab.
In the Contacts page, use the sub-navigation bar and click on “Smart Lists” located in the top right corner.
You’ll now see a B2B contacts grouped by their selected industry.
Use these filters to quickly access mortgage-related partners, making your outreach and follow-up more targeted and effective.
💡 Why It Matters
The Mortgage Industry Smart Lists feature gives you a clear and organized snapshot of your network, helping you:
Focus on high-value referral partners
Personalize outreach based on industry segments
Streamline follow-up and engagement strategies
No more guesswork or manual filtering—just a smarter way to manage your relationships in the mortgage ecosystem.
🔍 Start using Smart Lists today and make your CRM truly Accountable.
Have questions or feedback? Please let us know using our coach-on-call feature.