Valid values: Lead, Prospect, Customer, Business Partner, Recruit, Shared Prospect

This field needs to match a Referral Type Name you have added in UsherpaLO.

Does the contact own their current residence

The additional contact's home phone number

The additional contact's work phone number

The additional contact's mobile phone number

The additional contact's own current residence

The additional contact's contact preference

The unique identifier of The loan, can be the same as the loan number.

The best way to contact The borrower's, mobile/home/work.

The best way to contact The co-borrower's, mobile/home/work.

The display Name for The borrower and co-borrower. If left empty it will be generated.

Does The borrower own their current residence?

The date when the loan has moved forward to processing.

When the date when the loan has been submitted to underwriting.

The  cost of property mortgage insurance.

Usherpa is the easiest-to-use marketing crm for sales professionals that saves time, maximizes referrals and automates marketing.

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