We’ve put together a short video with scripting ideas for second quote calls.
Articles in this section
- Market Coverage Visibility on Manager's Dashboard
- Updating Client Status - Lender Platform
- Sending Opcity Lender Leads to your CRM
- Can I get a Credit for a Lead?
- How to Place Client in Long-Term Hold
- How to Discontinue Working a Lead
- How to Update a Lead
- Why do I Need to Update my Leads if there Hasn't been any Movement?
- Why do Client Notes say "Agent Needs Lender - Contact Agent First"?
- How do I Reassign Leads to Another Lender on my Team?