DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (email@example.com) for more information on what features are enabled for your use.
Loan officers can create new leads and send custom invitations for borrowers to complete an application at any time.
Create a new lead .
1. Click NEW LEAD from pipeline screen.
2. You can create a new lead by selecting one of the following options:
a. Click Import contacts to import existing contacts from your phone.
b. Enter name, email and phone number for your borrower.
3. Toggle to Add to Contacts, if desired.
4. Click CREATE LEAD.
5. The screen will display the entered name, email address and phone number. Click CREATE LEAD.