This guide is to show how the Borrower Contacts feature in ConnectGS is operated and explain what it is.
What is this feature?
The Borrower Contacts application is utilized to show who has put in an inquiry on the main goldstarfinancial.com website. The database then compiles the inquiries and can move them and assign them as leads to be applied to LOs.*
*NOTE - only a select few have access to this feature so if this does not appear for you, you may not have access for this application.
How to Find Borrower Contacts
Opening up ConnectGS, navigate to the Dashboard and open AssistGS Applications
From there, click onto Borrower Contacts as highlighted above and open that application.
Utilizing Borrower Contacts
After clicking and opening the application it should appear as such:
This is a table of all the inquiries sent in by prospective borrowers. Moving towards the three dots on the right side you will open up an options pop up
On the options page you can then choose either assigning the inquiry as a lead or update records.
Clicking onto the Assign As Lead will open this option
From there you can select the LO and assign as a lead.
Clicking Update Record will open this option
From there you can write notes down and update the inquiry accordingly.