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Status and Activities

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A status is the disposition of a lead and where the lead currently stands within the loan process.  Activities are actions to be completed or can be completed within the loan process.

Workflow:

Status and Activities are used for the workflow within Insellerate.  The workflow can be completely customizable to fit your organization’s needs.  Names for both statuses and activities can be changed to better fit an Organization’s internal workflow.  Organizations will also be able to specify whether they want timers for Alerts and Open Leads on each status and activity.  You will be able to specify timers to minutes, hours, and business days.

Manual Disposition:

Users will be able to manually disposition a lead to a specified status and activity. 
See Action Tools Overview for more information and other features.

inFlow:

Users will be able to see their leads categorized under their Organization’s workflow statuses within the inFlow page.  The number displayed on the right side is the count of leads that are currently within the specified status.  Click the  on the left side to dropdown/collapse the leads within the status.  See inFlow Overview for more information.

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