Lending Demand Is Low…Time To Get Busy.
With demand for financing at near historic lows, what is a lender to do? The answer: be ready when the pendulum swings the other way.
Automating Updates to AMCalc Loan Status on Lead Conversions
In another post we discussed how to use AMCalc Status values to differentiate between loan payment schedules associated with leads from those associated with customers. In this post I will show you a way to automatically update the status of a loan when lead records are converted to contact records.