Inbox, Tasks u0026 Contact Profiles

Inbox

• Central place for all lead communication: texts, emails, calls, voicemails

• Click the contact name to view profile

• Click Close when a convo is resolved

Each profile includes:

• Timeline of all interactions

• Lead stage, tags, notes

• Saved homes from Zillow

• Assigned lender and files

• Used for reminders that aren’t part of daily follow-up

• Good for: Showing feedback, follow-ups after offer, lender coordination

• Create from within a Contact Profile

• Respond to Inbox messages within 24 hours

• Mark Tasks complete or reschedule

• Add notes and update stage after each call