Siebel Finance Guide > Managing Contacts >

Managing Mortgages (End User)

Using the Contacts screen, end users can perform the following mortgage-related tasks:

• Perform a mortgage needs analysis. For more information, see Performing Mortgage Needs Analyses.
• Make a mortgage recommendation. For more information, see Making Mortgage Product Recommendations.
• Perform a mortgage prequalification. For more information, see Performing Mortgage Prequalifications.
• Use the mortgage calculator. For more information, see Using the Mortgage Calculator.