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  • By default, the search is set to Borrowers. Users can select between searching Borrowers or Partners.

  • 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. 

  • If a user selects Partners, the following Partner fields are searched.

  • Users can view or take leads based on their permissions and lead status.

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