The application search now allows for users to search by a variety of variables without having to make a specific search criteria selection. User Users can just enter a name, phone number, App ID, LOS ID, or other search criteria in the same search box and the results will be returned.Additionally, users
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By default, the search is set to Borrowers. Users can select between searching Borrowers or Partners.
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By default, the search will be set to “Borrower”
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Users can enter the search criteria and the system will search all of the following fields to find a match. Additionally, the search results will be prioritized per the list order below.
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If a user selects
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Partners, the following Partner fields
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are searched
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.
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Users can view or take leads based on their permissions and lead status.
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