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How to Create New Contact Types

This article explains how to create new contact types in your ISN.

Matt Wheeler avatar
Written by Matt Wheeler
Updated over a week ago

This help article will guide you on how to create a new contact in your ISN besides Clients, Agents, Insurance Agents & Escrow Officers.

To add a new contact type like Contractors, Attorneys, Transaction Coordinators, etc. navigate to Clients/Agents -- Contacts -- Contact Types

Click on Add Contact Type located at the top left corner of the screen. Give your new contact a Name, for example, "Contractor" and then click Add.

After you have created your contact type, you will be able to add a new section/tab in your order form by customizing your order form. Then you can add your new contacts (Contractor, Attorney, Transaction Coordinator, etc.).

Like this:

To learn how to customize your order form click here.

If you have any questions about this process please let us know! You can reach us by chat, email at, or phone at (800) 700-8112.

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