Contacting borrowers. Interaction History


Originator may contact the borrower, when necessary. The information about such contacting operations can be logged by the user.
1) Click the Contact button.

The Contact button.
The New Contact window opens:

The New Contact window.
2) Enter the Date, Purpose, Method (Email, Mobile, Work Phone, Alternative Phone), Result (Failure, Success), Comment (Optional).
3) Click OK.
The information about the contact has been saved successfully and can be viewed on the Interaction History tab:

The Interaction history tab.


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