CRM: Leads Management
This section is all about what happens within the Leads Management / CRM section of Scarlett Mortgage.
Custom Filters & Creating a Contact Forms
With Scarlett Origination you can create custom filters to view your leads in your CRM the way you want to. You can also create embedded forms for use...
Leads & Opportunities Overview
The CRM functionality of Scarlett Origination allows you to manage your leads and opportunities bring in new business in the same place that you run y...
Importing Leads
You can import leads into your CRM. This can be useful whether you are importing them from another system export, or collected them in a different man...
Custom Fields
Scarlett’s lead forms are designed to be flexible to your process, not the other way around. In addition to the standard fields, agents can create the...
Connecting Leads and Deals
When your lead is ready to begin a transaction, you can easily convert the information you have gathered in the lead card to a deal. If the client alr...