Using Contact and Mortgage Tags

Tags are a tool to use to better categorize a specific contact or mortgage that can be used to filter them later. A tag can segment for to keep track and target different groups such as 'Investors' or 'FTHB' as an example.

Tags are a label created by you

You can select the + sign and add them to a contact or a mortgage.

Contact Tag

Mortgage Tags

You can add new label for tags at any time by giving it a name, icon and colour.

To edit/delete a Tag

You can open up existing tags with the square/up arrow symbol and it will allow you to edit or delete that tag

Type in your edit and then click the 'Save' button. Or delete if needed.