Inbox, Tasks u0026 Contact Profiles

1 min

Inbox

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

Contact Profiles

Each profile includes:

• Timeline of all interactions
• Lead stage, tags, notes
• Saved homes from Zillow
• Assigned lender and files

Tasks

• 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

Daily Best Practices

• Respond to Inbox messages within 24 hours
• Mark Tasks complete or reschedule
• Add notes and update stage after each call