Description
Prospects and applications are two terms to refer to leads within Insellerate.
A prospect is a lead that has never been assigned to a user.
An application is a lead that is assigned to a user.
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Notes
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Prospects can be taken to become applications.
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Prospects
Prospects are leads containing that contain basic information about the property, borrower, and loan details. This information cannot be viewed or changed until the prospect becomes an application.
Viewing prospects
Areas that display prospects:
Prospect search Prospect Details popup
Unassigned Leads section in inFlow
Lead Exception page
Number of Prospects count in Marketing Report
Methods to upload prospects:
Creating an Application from a Prospect
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Search for a prospect in inFlow with Prospect Search. The Prospect Search Results popup will open.
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Find the prospect.
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Click the Take button next to the lead. The Take button is available if you are eligible for the lead based on state licensing.
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Applications
Applications are leads assigned to a user. Fields of an application can be modified within inflow inFlow and via API.
Various actions can be performed on an application.
Creating applications
Methods to create an application:
Take a prospect from Prospect Search
Take a prospect from the the Unassigned Leads section in inFlow
Assign a prospect from the Lead Exception page
Manually create a new application in inFlow
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Select an application from a status in inFlow.
The application will open on the right side of inFlow.
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Note: If you receive a red popup notification when attempting to open an application, you do not have the correct viewing permissions. |
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