Prospects vs. Applications

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.

Prospects

Prospects are leads 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

Applications

Applications are leads assigned to a user. Fields of an application can be modified within 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 Unassigned Leads section in inFlow

• Assign a prospect from the Lead Exception page

• Manually create a new application in inFlow

Viewing applications

You can always view applications that are assigned to you. If other users report to you, you can also view their applications.

To view an application:

• Select an application from a status in inFlow.

• Search for an application.

• The application will open on the right side of inFlow.