Method 1: Create a Meeting from the Meetings Module

• Go to the Meetings module (left-hand menu)
• Click Create Meeting
• Enter a title (e.g., “Intro Call”)
• Choose location (office, client location, or online)
• If online, set meeting preferences
• Select or change the host
• (Optional) Update contact status
• Click to add participants
  • Search or select contacts (borrowers)
• Click Save

Method 2: Create a Meeting from a Borrower’s Profile

• Open the borrower’s profile
• Find Open Activities (left-hand/related list)
• Click the + (add) icon
• Select Meeting
• Fill in meeting details (same as Method 1)
• Check the box to add the borrower as a participant
• (Optional) Add more participants
• Click Save