NEW CALL
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AGENT *
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STEVEN
SANDIE
JEREMY
BRENDA
KIM WEAVER
TRICHELLE
JOSH
KIM COVEY
JOE SMITH
INITIAL BOND RATING
😬
😃
DEFENDANT NAME
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BOND AMOUNT
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CALLER NAME
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PHONE
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STATUS
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FOLLOW-UP
SCHEDULED
LET'S DO THIS!!!
POO POO
2nd FOLLOW--UP
Much Later FOLLOW-UP
POSTED
WAITING
RE-SCHEDULED
LOST BOND
RELEASED
WATCH
SEE AGENT
TERMS QUOTED
Amount Quoted PAID IN FULL and/or Amount Quoted Down with Full Premium.
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SCHEDULE DATE / TIME
MM
/
DD
/
YYYY
Time
:
AM
PM
FOLLOW UP DATE
MM
/
DD
/
YYYY
LEAD SOURCE
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LINK TO CASE / BOOKING INFO
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ADDITIONAL COSIGNER INFO
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WHAT WE NEED / STIPULATIONS
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FOLLOWUP NOTES
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