This section contains prospects that have not successfully distributed

...

• The unassigned leads visible to the logged in user depends on the following

  • Matching branch permissions between the user and the campaign the prospect belongs to

  • Matching State licenses between the user and the lead’s property information

• All unassigned leads have a Take button which enables users to take the leads and assign them to themselves

• The count at the top right of each of the sections displays the number of unassigned leads present in the section

  • The count automatically refreshes when a prospect is taken

1. Columns

• Lead

  • First and last name of the lead

• Post Date

  • The date and time the lead was posted to the campaign via lead post or campaign upload

• Campaign

  • The campaign to which the lead was posted

• Loan amount

  • The loan amount- first mentioned in the lead details when the lead was posted

• Proposed loan amount

  • The proposed loan amount- first value mentioned in the lead details when the lead was posted

• Current loan amount

  • The Initial loan amount- first value mentioned in the lead details when the lead was posted

• Phone

  • The mobile phone number of the lead

• Property State

  • The state in which the property is as mentioned in the lead details when the lead was posted

• Property Zip

  • The zip code of the property address as mentioned in the lead details when the lead was posted

• Mailing State

  • The mailing state of the mailing address as mentioned in the lead details when the lead was posted

• Proposed Loan purpose

  • The proposed loan purpose- first value as mentioned in the lead details when the lead was posted

• Current loan purpose

  • The current loan purpose- first value as mentioned in the lead details when the lead was posted

• Loan rate

  • The loan rate- first value as mentioned in the lead details when the lead was posted

• Home Value

  • The home value as mentioned in the lead details when the lead was posted

• LTV

  • The loan to value ratio mentioned in the lead details when the lead was posted

• The unassigned leads visible to the logged in user depends on the following

  • Matching branch permissions between the user and the campaign the prospect belongs to

  • Matching State licenses between the user and the lead’s property information

• All unassigned leads have a Take button which enables users to take the leads and assign them to themselves

• The count at the top right of each of the sections displays the number of unassigned leads present in the section

  • The count automatically refreshes when a prospect is taken

1.1 Filter type of each column