Work with the lead pipeline
Open Leads. Search by name or email and use the status selector to keep inquiries current. The list includes source information so your team can understand how an inquiry arrived.
Create or update a lead
Use the new-lead action, enter the requested contact details, and save. For an existing inquiry, use Edit and update its details. Change the lead status as the conversation progresses.
Convert a lead
- Find the lead and select its conversion action.
- Choose Create new borrower or Link existing.
- When linking, select the correct borrower. The form may suggest a record with the same email; confirm it is the right person.
- Select Start a loan now if you are ready to create the file.
- Enter the loan type, purpose, amount, and property address when starting a loan.
- Select Convert lead.
Without Start a loan now, conversion creates or links the borrower without opening a loan. You can create a loan for that borrower later.
Borrower requests
A request submitted by an existing borrower is already connected to their profile. The conversion form uses that relationship and prefills the requested loan details when available. Review the amount, purpose, and property location before converting.
What happens next
Open the linked borrower and loan, then continue with Application (1003). See the first loan walkthrough for the full review process.