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sliston  
#1 Posted : Tuesday, January 14, 2020 6:47:25 PM(UTC)
sliston
Rank: Advanced Member

Posts: 123

Using the Info Panels (Web)

One of Web Mortgage Manager’s efficient features is the Info Panel. On the Home page, each Contact Card has an Info Panel near the top (Figure 1):

(Figure 1: Contact - Info Panel)

As you mouse-hover over each item in the Info Panel, its description pops up. The first item is “Contact Info” (Figure 2):

(Figure 2: Contact Card - Info Panel - Contact Info)

Next is “Co-Borrower Info” (Figure 3):

(Figure 3: Contact Card - Info Panel - Co-Borrower Info)

Next is “Pipeline Info” (Figure 4):

(Figure 4: Contact Card - Info Panel - Pipeline Info)

Next is “Loan Info” (Figure 5):

(Figure 5: Contact Card - Info Panel - Loan Info)

Next is “Related Activities” (Figure 6):

(Figure 6: Contact Card - Info Panel - Related Activities)

The last item is “Related Contacts” (Figure 7):

(Figure 7: Contact Card - Info Panel - Related Contacts)

Use the Info Panel to quickly access the most commonly-used items for a contact.

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