Client Management

Edit Client

Client Name (Last Name, First Name)

Email

Phone (xxx-xxx-xxxx)

30-year adjusted mortgage
Loan Preferences

Update Client Cancel

Client List

ID	Name	Email	Phone	Preferences	Actions
11	Doe, John	john.doe@example.com	555-987-6543	30-year fixed mortgage	Edit Delete
12	Smith, Jane	jane.smith@example.com	333-555-8888	VA Loan	Edit Delete
13	Johnson, Bob	bob.johnson@example.com	999-588-9888	30-year adjusted mortgage	Edit Delete