Custom Loan Statuses

This tutorial walks you through how to setup your own custom loan statuses (or milestones) in Surefire for use with our In-Process CRM and loan processing functionality.

  • Custom Loan Statuses are account wide. So individual users on company/branch accounts cannot access this. Only your account administrators can add new loan statuses.
  • Loan statuses are used to setup your custom loan processes.
  • System wide loan statuses cannot be modified or deleted. These appear purple.
  • Custom loan statuses are orange, and can be changed or deleted.
  • When setting up an In-Process CRM campaign, emails or other events as part of that campaign can be tied to these loan statuses. That way when a certain milestone is met on a loan, an email will automatically get triggered.