video1.0<iframe src="https://www.loom.com/embed/3dc0fff9357d4eab9edf112cb87ba0dc" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/3dc0fff9357d4eab9edf112cb87ba0dc-e9888d43a8e1d3a0.gif223.32In this video, I walk you through our contacts page, focusing on how to add and manage client information. Currently, we only support mortgage clients, but we plan to include realtors in the future. I emphasize the importance of entering the estimated credit score, as it affects mortgage insurance calculations. Please make sure to save the contact information correctly, and feel free to add notes for future reference. I would appreciate your feedback on this process.