Inside a loan file
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      Contacts Tab

      This article provides a comprehensive guide on using the 'Contacts' tab in LendingWise, outlining how to set up contact roles, add custom roles, and manage contacts effectively without overwriting key roles.

      The 'Contacts' tab in LendingWise serves an essential purpose, housing the key roles affiliated with a loan file. Whether it’s an Appraiser, Realtor, Attorney, or a custom role created by you, the right organization of contacts aids in efficient loan management.

      Key Roles and Their Location:

      There are crucial roles within your loan file, each with its default locations inside the 'Property Info', 'Servicing', or other tabs:

      1. Appraiser: Found in the Property Info Tab. Note: Each property can have its own setup ao appraisers. 

      2. BPO Realtor, Title Rep, Escrow, Attorney: Also located in the Property Info Tab

      3. Lender: Found in the Servicing Tab

      4. Servicer: Located in the Servicing Tab

      5. Insurance Rep, General Contractor, Trustee: Located in the Property Info Tab

      6. Investors, located in the Servicing Tab

      These roles come pre-built in the system, but LendingWise also allows you to add custom roles based upon your unique business requirements.


      Adding Additional Roles and Custom Roles:

      In addition to the above key roles, you can include various other roles, such as an Auditor, 'Counselor', 'Property Manager', or 'Secondary Note Buyer'. You also have the flexibility to create and add custom roles tailored to your organization's needs.

      Adding Contacts:

      Under the 'Contacts' tab, you can add as many contacts with their corresponding roles as needed, aiding in comprehensive and organized contact management. Please Note: When you add a contact with a key role in the contacts tab, it does NOT populate automatically in the designated area of the loan file. You will need to visit the designated area of the loan file (correct tab & section) and manually select the contact via a drop down in the first name field. 

      Through the Contacts tab, LendingWise provides an effective way to keep your contacts organized by role, improving communication and streamlining the loan process. If any issues arise or if you need assistance, please reach out to the LendingWise support team at helpdesk@lendingwise.com.