LO Mobile - Create a new lead

Modified on Thu, Apr 10 at 9:08 AM

Loan officers can create new leads and send custom invitations for borrowers to complete an application at any time.

Create a new lead

1. Tap NEW LEAD from pipeline screen.

2. You can create a new lead by selecting one of the following options:

a. Tap 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. Tap CREATE LEAD.

5. Tap CREATE LEAD again to finish.

Resources:

Visit the LO Mobile App for iOS and Android section in Help Center for more resources.

DISCLAIMER: The features on this page may not be applicable to your institution. Please reach out to Blend Support for more information on what features are enabled for your use.