Select a lead list from the CMBS Leads menu (1).
Summary information is listed for each lead. To update the contact history, click View/Update (2). To access full details for the lead, click the deal name (3).
The lead detail page shows:
• At-a-glance information about the note, property and more.
• A map and overhead view of the property.
• Contact history
• Servicer watch list/delinquency summary
• Debt and payments
To update the contact information, click View/Update (1).
Select the subject property in the menu (1).
Add a new entry (2) with a contact status and comment. Click Add New (3).
View past contacts (4).
