Adding & Managing Contacts

A contact holds a name, a role, a company, a phone number, a fax number, and an email address, and it lives on the transaction you add it to. Answers to the common questions about who can add contacts, reusing them, and what the fields hold. Who ...

Keep the escrow officer, the lender, and the co-op agent right on the transaction, where anyone working the deal can find them. Introduction Half the people on a deal don't work at your brokerage. The escrow officer, the lender, the co-op agent...

Contacts start out in the order they were added, and both you and your office can change that. Answers to the common questions about sorting, custom order, and who sees which. Can I put contacts in a custom order? Yes. Master admins and admin...

Contacts show up in the order they were added, but you can sort your own view — or set the order your whole office sees. Introduction Contacts land on a transaction in whatever order people got round to adding them. The lender turns up before t...

One correction on the Manage Contacts page can reach every transaction a contact appears on. Answers to the common questions about who can do it, what it reaches, and what it leaves alone. Who can update a contact across all transactions? Mast...

When a contact's email or phone number changes, a master admin can fix it once and push the correction to every transaction they're on. Introduction A contact belongs to the transaction it was added to. That's what makes contacts quick to add a...

An escrow officer changes firms, a lender gets married, a title company moves domains. Correct them once and the fix lands on every transaction they're on — instead of two hundred. Introduction A contact belongs to the transaction it was added ...

Hiding a contact removes it from the suggestions without removing it from anything else. Answers to the common questions about hiding, deleting, and why a bad entry keeps coming back. Does hiding a contact delete it? No. A hidden contact stay...

Retire an old or misspelled contact so it stops turning up as a suggestion, without touching the transactions it's already on. Introduction Contact suggestions build themselves, and they never forget. A typo somebody made three years ago, an es...

Most trouble adding a contact comes down to one of two things: how the email address is formatted, or a dropdown sitting on top of the button you're trying to click. Pipeline Says the Email Address Is Invalid This is almost always the address i...