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
- Navigate to the Contacts screen > Contacts List view.
- In the Contacts list, drill down on the desired contact.
- 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.
- To see the calculation results, step off or save the record.