Dashboard
Use saved scenarios and lead activity to guide follow-up
NetMore saves calculator activity as scenarios so you can review the numbers, understand lead context, and follow up with a useful conversation.
What a scenario represents
A scenario is a saved calculator session. It captures the calculator type, the public scenario link, the current inputs, and enough context to revisit the breakdown later.
Residential and commercial scenarios are stored as different calculator types, so the dashboard can show a consolidated view without losing calculator-specific details.
How leads connect to scenarios
Lead records attach to the scenario that generated them. A lead may come from an address submission, a report request, or a contact request. This keeps follow-up anchored to the numbers the seller actually reviewed.
How to follow up well
The strongest follow-up is specific. Refer to the seller's scenario, point to the major difference between the options, and ask whether they want to review payoff timing, cash upfront, risk, or total projected return.
- Use the scenario link to reopen the exact breakdown.
- Use lead history to see what the seller submitted.
- Use the report request flow when a seller wants a practical review.
- Avoid treating the calculator as final advice or a binding offer.
Educational use only
NetMore provides calculator scenarios and educational resources. It does not provide legal, tax, financial, lending, securities, or real estate advice. Deal terms should be reviewed with qualified professionals before they are used in a transaction.