Each person will devise a way to organize their buisness that works best for them, but here are some times on how you can use the Smart Tools web-based software to help you keep your buisness organized.
Searching for a Specific Person
After you have made contact with a potential client you can use also use the Specify Mortgagor Information section of the Search HUD List tab to find them quickly by inputting specific information.
For example:
Case Number: enter the 10 digit case number, including the dash, i.e. 569-054639
First Name: enter a name
Last Name: enter a name
This works great for finding friends who may be due a refund. When searching by Case Number or Name, leave the Specific Address Information fields blank, and then select Search.
Remember you can start a new search at anytime by clicking on the "Reset" button. This will put all fields back to their default settings.