Effortlessly Change Contact and Transaction Statuses with Daily AI

Table of Contents

1. Introduction
2. Milestones and statuses
3. Methods to change the status
4. Method 1: Change status from contact card
5. Method 2: Drag and drop transaction
6. Method 3: Edit milestone under the status from transactions page
7. Points to keep in consideration
   • Drip campaign
   • Tracking
8. Pros
9. Cons
10. Conclusion

How to Change the Status or Milestone for Any Given Contact or Transaction

Managing contacts and transactions can be overwhelming for lenders. Keeping track of specific milestones and statuses is crucial in lending, but what happens when You need to change them? Daily AI has made this process simple and easy with three methods to change the status of a transaction/ contact. In this article, we will dive into the steps and intricacies of how to change the status or milestone for any given contact or transaction.

Milestones and statuses

Milestones and statuses are crucial in lending, as they track the progress of a client and their loan. Daily AI has set up the milestone statuses linearly, starting with the lead and leading all the way to funded. This linear flow allows for easy tracking of milestones and statuses, but more importantly, it allows lenders to change the status and send automated messages to the Realtor.

Methods to change the status

There are three methods to change the status for any given contact or transaction. The first method is to change the status from the contact card, the Second method is to drag and drop the transaction, and the third method is to edit the milestone under the status from the transactions page.

Method 1: Change status from contact card

Changing the status of a contact is simple. After accessing the contact, find the status drop-down menu situated on the top left corner. Find the new status and click on it. The action of changing the status to that specific milestone triggers Daily AI's drip campaign, which leads to a series of automated messages being sent to the client.

Method 2: Drag and drop transaction

Dragging and dropping the transaction from one milestone or status to the next has the exact effect as changing the status from the contact card. It triggers the automated messages and updates the milestone's status.

Method 3: Edit milestone under the status from transactions page

Editing the milestone under the status for any given transaction is possible through the transaction's page. Click on the view transaction button, and it will lead to the transaction's edit page. Here it is possible to change the milestone under the status. Clicking save triggers the automated messages and updates the milestone status.

Points to keep in consideration

While changing the status and milestones, there are a few points to keep in consideration. The most important is that by changing the status to a specific milestone, Daily AI's drip campaign is triggered, leading to a series of automated messages being sent to the client. Additionally, the messages' tracking is possible through the timeline feature.

Pros

The three methods make it simple and easy for lenders to change the status and milestones of any given contact or transaction. The automation feature saves time and effort and ensures proper tracking.

Cons

The drip campaign and automation features require lenders to Record the voicemails. This aspect can be time-consuming.

Conclusion

Daily AI makes changing the status and milestones of any given contact or transaction easy and quick. The three methods- changing the status from the contact card, dragging and dropping the transaction, and editing the milestone under the status from the transactions page- are efficient and save time and effort. The automation feature ensures proper tracking of messages and clients. For any additional queries, contact Daily AI's customer support.

Highlights

• Managing contacts and transactions can be overwhelming for lenders.
• Daily AI has made this process simple and easy with three methods to change the status of a transaction/ contact.
• Milestones and statuses are crucial in lending, as they track the progress of a client and their loan.
• Changing the status of a contact is simple.
• By changing the status to a specific milestone, Daily AI's drip campaign is triggered, leading to a series of automated messages being sent to the client.
• Daily AI makes changing the status and milestones of any given contact or transaction easy and quick.
• The automation feature ensures proper tracking of messages and clients.

FAQs

1. What are milestones and statuses, and why are they crucial in lending?
2. Is it possible to track the messages sent to the client through Daily AI's automation feature?
3. Can the voicemails recorded for the automation feature be edited?
4. Are there any other features offered by Daily AI besides automatic messages?
5. How can I change the milestone of a specific transaction?