The Contact View page allows you to see details about a borrower or business contact.

The Details tab lets you view basic information about the borrower, such as their current address, date of birth, and any active loans they are associated with. You can also view the referral source, the person or entity that referred them to you.

Additionally, you can view and update the originator assigned to them.

The referral source is to find out who referred this contact to you - this could be any contact, such as a real estate partner.

To update the referral source, click the three dots next to the referral source.

When viewing that referring contacts profile, within the "Referrals tab" that contact will now appear (view more information here)

The Loan History tab lets you view all loans the borrower has been involved in, either as the primary or a co-borrower.

The Marketing tab lets you keep track of how a borrower found you and how they came back to you. It lists the UTM parameters that brought the borrower to your site. For more information, see UTM Parameters.

The Referrals tab keeps track of whom the customer has referred to you.

The Invite to Apply button lets you quickly send a referral link to a borrower.

The Details tab shows basic information about the contact, such as the type of contact and the company they work for. From here you are also able to add their profiel picture

You are also able to toggle:

The Related Loans tab shows a list of every loan the contact has been involved in.

The referrals tab shows a list of users that the contact has referred to your company.