The Leads view allows you to see new and recently updated loans that are still in the Lead stage (meaning that they have not yet hit the Application Submitted milestone).
To access the Leads view, click on the Leads icon (shaped like a funnel with people on top).
If you are an Originator, you will see any leads which have been assigned to you here.
if you are a Processor, you will see all recently updated leads.
If you are an Administrator, you will see all leads, including those which have not yet been assigned.
Lead Summary
The Leads View provides a compact summary of each lead.
From here you can see the following information:
Borrower Name
Purchase Location
Type of Transaction | Loan # | Loan Amount
Application Stage (lead stage)
Assigned Originator
Last Update
Link to view contact page
Clicking anywhere on the lead summary will bring you directly to the loan summary page.
Assigning Leads
Administrators can assign leads from the Leads View. To assign leads, click Edit next to New Leads.
Then, check off the leads you wish to assign, and click Assign in the top left corner (where Edit was).
Choose an originator and/or processor for the leads you chose. Then click Assign.
