Call/Meeting Status Form

L.O Name *

Loan/Product *

First Name *

Last Name *

Company Name *

Phone - MUST MATCH CONTACT *

Company Email - MUST MATCH CONTACT *

Call/Appt Status *

If Sold Lead Value

$

Internal Notes NOT Sent to Client!! *

Follow Up On

Conversation RECAP NOTES (THESE ARE SENT TOO CLIENT)

Send Conversation Recap email? *