/
Status and Activity

Status and Activity

Owned by Romina Chu (Unlicensed)
Last updated: Sept 13, 2024 by Rebecca Kornblum
2 min read

A status is the disposition of a lead and where the lead currently stands within the loan process.

An activity is an action to be completed or that can be completed during the loan process.

Workflow

Status and activities are used for the workflow within Insellerate. The workflow can be completely customized to fit an organization’s needs. Status and activity names can be changed to better fit an organization’s internal workflow. Organizations may also choose to add timers for Alerts and Open Leads on each status and activity. Timers can be adjusted to minutes, hours, and business days.

 

Manual Disposition

You may manually disposition a lead to a specified status and activity. See the Action Tools Overview article for more information and other features.

 

inFlow

You can view your leads categorized under your organization’s workflow statuses within the inFlow page. The number displayed on the right side is the count of leads currently within the specified status. Click the arrow on the left side to drop down/collapse the leads within the status. See the inFlow Overview article for more information.