When a contact receives an email containing a "Mortgage Check-up" call to action and submits the form, it will be notified in two ways:
- It will be highlighted as a number in the agents "Loan Request"” section, found on the dashboard. Click on this to see the request in full detail.
- The agent will be emailed a copy of the request as a prompt to follow up*.
*Note: These alerts can be forwarded to both you and your affiliate directly, or if you prefer, sent only to you for subsequent referral.