vTip #6 - Downloading your LOS Borrower/Prospect data into the Windows Address Book using vForms

InterActive vForms has an advanced feature allowing you to select a borrower or prospect from your loan origination software system and download this information quickly into Microsoft Outlook or the Windows Address Book. Once this data is in your contact management software system, this data becomes available for additional client referrals and marketing.  The more contacts you can accumulate in a contact management software program like Outlook, the more potential you have to advance your business referrals and professional marketing image.

We will explain in a future "vTip" how you can use InterActive vForms and the "RTF" email marketing capabilities of the software to reach all the contacts you have accumulated to promote your business. If you have these contacts in your Outlook or Windows Address Book, InterActive vForms will give you an edge over your competition. To see how to download your selected borrower's information from your loan origination software (LOS) into your contact management software, you can use the following steps.

Step One: Selecting your Borrowers and downloading vital data into Outlook or the Windows Address Book

(When instructions refer to "Click", this refers to clicking the left top side of your mouse unless specified otherwise)

1. Open vForms.

2. Click on your "Borrowers" or "Prospects" icons, selecting the icon that represents the borrowers or prospects files that you wish to load into your contact management software.

3. The borrowers will appear on the screen. The first column will be the name of your borrower or prospect client.

4. Right Click on one of the names listed. The menus will give you three options: (Customize View, Save View, and as Address). The Customize View and Save View options will be covered in future vTips.

5. Click on as Address Book.

6. A vCard will appear on your monitor showing your borrowers data information.

7. Click on the box named "Save and Close" at the top left section of the vCard.

8. Your client information will be copied and transferred to your Outlook or Windows Address Book.  

9. Select the next contact and repeat the same process.

Step Two: Checking your data in your Windows Address Book

1. Click on the Windows Address icon marked "Addr Book" located next to the Libraries icon in vForms or select your "Contacts" icon and view your Outlook database files.

2. Your address book information will appear. You can double click on any contact name in the directory and edit or add any additional data you may have on this contact.

3. Watch for a future vTip on how to use the "RTF" automated email/letter tools incorporated in InterActive vForms.

Email or call us if you have specific questions on how to maximize the potential of InterActive vForms for your business. We will be happy to write a vTips for all of our users to benefit from you comments for questions. Thank you for being a vLoanPort and InterActive vForms preferred client.