Prospect Details
- Romina Chu (Unlicensed)
- Rebecca Kornblum
Description
This article describes how to view prospect details.
Steps
Select Marketing Report under the inSight tab.
Enter the report parameters in the Loan Purpose, Property State, Primary Agent, Date, and Branch fields.
Click Run Report.
The Marketing Report opens.
Click on any count in the Number of Prospects column.
The Prospect Details popup window opens.
Note
The total number of leads in the Prospect Details popup should match the lead count in the Marketing Report.
Click the Excel Export button to export the prospect details.
Columns
Column Name | Column Definition |
Post Date | The date/time on which the prospect was posted |
Campaign Name | The campaign to which the prospect’s details were posted/uploaded |
Primary | Either unassigned or primary agent assigned to the lead will be displayed |
Initial Loan Amount | Current Loan Amount – First for the prospect |
Proposed Loan Amount | Initial Loan Amount Proposed – First for the prospect |
Interest Rate | Loan Rate – First of the prospect |
Current Value | Current value of property belonging to the prospect |
Reference ID | Reference ID of the prospect |
Last Name | Last name of prospect |
First Name | First name of prospect |
Address | Property address 1 of prospect |
City | Property city of prospect |
State | Property city of prospect |
Zip | Property zip code of prospect |
Phone | Home phone of prospect |
Campaign ID | Campaign ID of the campaign the prospect belongs to |
Lead Provider Campaign ID | Lead provider campaign ID in the campaign to which the prospect’s details were posted/uploaded |
Home | Home phone number of the prospect |
Mobile | Mobile phone number of the prospect |
Email address of the prospect |