In Accountable, we have added the ability for you to be able to add Transaction records to your contacts. Click here to go to your scoreboards.
If you are a non-mortgage user, please click here
Let's see How To Create A Transaction:
Here are the steps to create a Transaction:
Step 1: Open the Quick Action™ Menu
Locate the “+” button at the bottom left of your screen while in Accountable CRM.
Click on it to access the list of available actions.
Note: The Quick Action™ button gives you instant access to key features like adding contacts, follow-ups, emails, and transactions.
Step 2: Select “Transaction”
In the dropdown menu that appears, click on “Transaction” to start a new entry.
Step 3: Enter Transaction Details
A transaction form will appear where you can:
Select or create a contact associated with the transaction.
Enter the transaction amount and relevant details like purchase price, down payment, and loan purpose.
Ensure accuracy to maintain organized records.
Note: Keeping transaction details updated helps with better forecasting and reporting in Accountable CRM.
Step 4: Choose Loan Status
Use the Loan Status dropdown to categorize the transaction. Options include:
Application Started
Application Submitted
Processing
Underwriting
Condition Approval
Clear to close
In Docs
Funded
Canceled
Declined
Paid Off
Note: If the loan status is selected as Funded, the funded date is mandatory.
Use the Loan Purpose dropdown to categorize the transaction. Options include:
Purchase
Refinance
Refinance
Equity
Step 5: Save Your Transaction
Once all details are entered, click “Save” to log the transaction into your CRM.
Your transaction will now be visible in your records.
Note: Updating transactions regularly ensures your pipeline remains accurate and up to date.
Learn more about how to edit an existing transaction.
Managing mortgage transactions is simpler than ever with Accountable CRM. By following these steps, you can streamline your pipeline, track deals effortlessly, and close more sales with confidence.
Get started with the transaction feature today and take full control of your mortgage sales process!
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support