DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (firstname.lastname@example.org) for more information on what features are enabled for your use.
Loan officers can manage their profile settings on the LO mobile to copy the application URL for sharing with their borrowers, change notification settings and to add new leads to contacts.
Copy application URL
1. Click Account on the Pipeline screen.
2. Click COPY TO CLIPBOARD.
- The Add new leads to contacts toggle button when turned on will add all new created leads to phone contacts list.
- The Change notification settings option is visible only if "push notifications" are not currently enabled for the app in iOS devices. If clicked, you will be taken to the device settings screen to enable "push notifications".
3. The screen will display a confirmation once the URL is copied successfully. You can share the link via your desired channel (email or text).