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| | | Forum Newbie
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Last Login: 9/27/2006 9:35:07 AM
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| | How are most of you creating mailing lists to past clients from Point? We currently change the present address (ID fields 102-105) to the customer's mailing address after it closes. We've done this for years because we can't use subject property address field (ID Fields 31-34) since we have a lot of investment properties and 2nd homes. We are getting ready to purchase CRM software to interface with Point and now realize that this may have been a mistake. So I'm wondering how other offices use Point for mailings... |
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Last Login: 9/17/2007 9:58:01 AM
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| | I found your post as I am looking to find out which CRM packages interface with Point. Which one are you going to use and what criteria did you consider? You should be able to filter out investor properties (id:924) for instance, but you probably thought of this already.
Joel Mirviss |
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Supreme Being
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| We currently change the present address (ID fields 102-105) to the customer's mailing address after it closes. We've done this for years because we can't use subject property address field (ID Fields 31-34) since we have a lot of investment properties and 2nd homes. Point does have Mailing Address fields. Go to Forms > Loan Application Page 1. Scroll down to III. Borrower Information, and you should find the Mailing Address field.
Bryan
Point Product Manager |
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| jmirviss (5/30/2006)
I found your post as I am looking to find out which CRM packages interface with Point. Which one are you going to use and what criteria did you consider? You should be able to filter out investor properties (id:924) for instance, but you probably thought of this already. We were strongly considering WorkCenter, however it's not compatible with Point Data Server. So we're back to the drawing board. As for filtering investment we've considered that. I guess I was hoping I was missing something. Like a "post-closing" mailing address field that could be populated by a button from present address or subject property (Hint Hint Calyx)... Kirby |
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Supreme Being
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| As I mentioned in my earlier post, you can go to Loan Application Page 1 and enter the mailing address for the borrower. Is this different from the "post-closing" mailing address for the borrower? There is also checkbox to check "Same as present address" too if you want to just copy the present address to the mailing address fields.
Bryan
Point Product Manager |
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Last Login: 8/19/2007 12:05:07 PM
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| | Is fairly simple to run a report that pulls Subject Property Address, Mailing Address, and if the property is "Owner Occupied" (FieldID 921). 2nd Home (FieldID 923) and Investment (FieldID 924) can be used to validate the state of 921. If is owner occupied then mail goes to Mailing address. If NOT owner occupied then mail goes to Subject Property Address. |
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Supreme Being
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| | You can make an "if ... then ... else" choice either through an export or some sort of transformation in the CRM database. This is how it would look: If LoanIsClosed Then If LoanPurposeIsPurchase And OccupancyIsPrimary Then Return SubjectPropertyAddress Else Return WhicheverAddressIsntBlankBetweenPresentAndMailingAddress End If End If
- Mike
mike@mtig.biz |
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