Siebel Finance Guide > Managing Contacts > Managing Mortgages (End User) >

Performing Mortgage Prequalifications

End users can use the Mortgage Pre-Qualification view to prequalify mortgage prospects before starting the application process.

To perform a mortgage prequalification

  1. Navigate to the Contacts screen > Contacts List view.
  2. In the Contacts list, drill down on the desired contact.
  3. Click the Mortgage Pre-Qualification view tab, add a record, and complete the necessary fields.

    The Pre-Qualification Output, such as purchase price, loan amount, and closing cost, is automatically calculated based on the values in the Prequalification Attributes fields.

  4. To see the calculation results, step off or save the record.
Siebel Finance Guide