Page 35 - TE training manual

http://twox.financeofamerica.com Finance of America Mortgage
35

Create a Smart Groups - When creating a group, after adding a name and description
you can use the smart group filters. These let you set a filter for a group that will

automatically add or remove contacts from the group. You can set a filter for creation
date, valid email address, loan statuses, etc.

So, what’s the difference between Groups and Smart Groups?

Groups - Manual entry of contacts or groups created from lead sources like lead capture apps or

imports. These are not affiliated with any loan data and can be removed.

Smart Groups - Groups where contacts are automatically placed into the groups based on
certain criteria you have set. This mainly comes from the LOS and contacts cannot be removed.

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