How to build a Prospect List for future export as well as how to Favorite LOs for follow-up research
Prospect List
You can create a Prospect List (maximum of 25 contacts at a time) that you can later export as a .csv file. This can be convenient if CRM Push is unavailable or if you’d just like to easily review a full list prior to pushing to your CRM.
- Click the CRM Push/Add to Prospect List by the Contact's name.
- Add the prospect’s email and phone number by using the Google button if they are missing.
- Click Add to Prospect List at the bottom.
- Go to OTHER tab and click Prospect List.
- Review your candidates (add up to 25).
- Click the CSV button to export. This will download the list which you can then upload to your 3rd party solutions.
When you’re ready to create a new Prospect List, delete the contacts and start fresh.
LO Favorites
Before adding a candidate to an exported list, you can click the star to bookmark them for later review. This allows you to continue researching before getting distracted by deep diving into individual research.- Add to LO Favorites by clicking the star next to the LO’s name
- To view all your Favorites, go to the Mortgage tab and select LO Favorites
- From here, you can research their offices or view all the LOs at their company. You can also add tags for later segmentation or delete LOs from your favorites.
If you want to add a contact to your Prospect List, click on their name and follow the Prospect List directions above.
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