We currently have three layout options for the Contacts module as follows.
- Standard - This is our default layout for all new Contact records.
- Comprehensive - This is more suited for mortgage advisers because there is more information in this layout that a lender will want to know, such as Employment history, address history etc. This is information that an insurer does not ask, which why it is not in the Standard layout. If you write more loans than insurance, you may want to change your default layout for your Contacts module.
- Supplier - The is ideal if you want so add your insurance and lender BDM's etc. It has the least amount of information.
Below is a video to show you how to change your default layout to the Comprehensive layout, but the process will work for any layouts you want to set as the default.
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