Performing Mortgage Needs Analyses

End users can use the Needs Analysis Mortgage view to perform a mortgage needs analysis for a contact.

To perform a general needs analysis for a contact

1. Navigate to the Contacts screen, then the Contacts List view.

2. In the Contacts list, drill down on the contact.

3. Click the Needs Analysis view tab, and click the Mortgage link.

4. In the Needs Analysis form, add a record and complete the necessary fields.

5. If the values to enter are unknown:

   1. Click Script.

      The script session appears.

   2. Complete the questions as prompted.

   You can generate a recommendation after the Needs Analysis form is completed.

   Note: For more information about needs analysis and generating recommendations, see Managing Financial Needs Analyses.