Pre-Qualification Naming | |
---|---|
PQ | (02/05/2020)/PQ/Smith, Tyler |
Cash Out Refi | (02/16/2020/CORefi/Smith, Tyler/Property Address |
Rate & Term Refi | (02/15/2020)/RTRefi/Smith, Tyler/Property Address |
Property Purchase | |
---|---|
Financed Purchase | (02/15/2020)/FI/Market/1031/TEAMS/Account Name/Prop 1 of 2 |
Cash Purchase | (02/20/2020)/CI/Market/1031/TEAMS/Account Name/Prop 1 of 1 |
Cash Purchase Primary | (02/21/2020)/CP/Market/TEAMs/Account Name |
Financed Primary | (03/01/2020)/FP/Market/TEAMS/Account Name |
Property Sale | |
---|---|
Property Sale/Investment | (03/05/2020)/PSI/1031/Account Name/Address |
Property Sale Primary | (03/21/2020)/PSP/Account Name/Address |
Future Pipeline Naming Convention – As Task in Salesforce | |
---|---|
Future Financed Purchase | FI/Account Name |
Future Cash Purchase | CI/Account Name |
Future Financed Primary Purchase | FP/Account Name |
Future Cash Primary Purchase | CP/Account Name |
Future Property Sale – As Task in Salesforce | |
---|---|
Future Property Sale – Investment | PSI/Account Name |
Future Sale Primary | PSP/Account Name |
Future Refi – As Task in Salesforce | |
---|---|
Cash Out Refi | CORefi/Account Name |
Rate and Term Refi | RTRefi/Account Name |
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