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Adding a Contact

  1. Settings - Contacts: In the Admin role, navigate to Settings > Contacts.

  2.  Settings - Contacts: Select the plus icon to enter a new Contact.

  3. Settings - Contacts: Select a Category then enter in the Company Name of the contact. Next, enter any applicable information you have for the contact

  4. Settings - Contacts: Once all information has been entered, select the Contact List tab to enter the name of the specific contact(s)

  5.  Settings - Contacts:In the Contact List tab, select the plus icon
  6.  Settings - Contacts:Select Set as Primary if the contact will be the primary contact
  7.  Settings - Contacts: Enter the contact's information and save. You can enter additional contacts, though Path will default to whoever is the Primary first
  8.  Pipeline: Access your loan
  9.  Production - Contacts Navigate to the Contact screen
  10.  Production - Contacts: Click on the selection icon
  11.  Production - Contacts: Search for your contact and press select
  12.  Production - Contacts: Then press the save button
  13.  Production - Contacts: Select the save button to save the contact to the screen.