Mortgage Broker Website

Customer Database and Enquiries on your website backend

We have just rolled out a new update for our website platform that allows you to see all your customers and enquiries in one location in the backend of your website. Please log into the backend of your website and click on Enquiries to access this feature.

The Enquiries section has two areas

Address Book

This includes a list of all email addresses that have interacted with your website, including form fillouts, commenters etc.

Inbound Messages

These are all the form fill outs on your website.  You can view the subject lines

And you can click on the subject lines to view the full messages

You can also use the options on the top to filter the messages by which form was filled and dates.

And you can also export all the entries 🙂



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