Overview
At the company level, Company Admins have full visibility and control over prospect applications across all teams in the organization. This centralized management view enables admins to review incoming applications, update details, monitor progress, and re-assign applications to different Loan Officer teams as needed to optimize workflow distribution.
How to Use
From the company dashboard "Home" view, select the Prospects tab:
All applications in the company will be listed below providing you with some basic information including the date the application was created, basic borrower and co-borrower information, the status of the application, and the loan officer's team where the prospect is currently located.
On the right hand side, you have action icons that allow you to work with your prospect's application.
The action icons allow you to perform a multitude of actions:
Edit the application (pen/paper icon)
Make a note (sticky note icon)
Download the application files (down arrow)
Manually convert the application to a live loan flow (file folder icon)
Re-assign the prospect to a different loan officer team (person with a tag icon)
Delete the application (trash can icon)
E-mail the application link to the borrowers (chain link icon).
You also have the ability to filter the prospects by loan officer, status (submitted or not submitted), or by the day it was last changed.
If you need to delete applications in bulk, you can click the checkboxes next to the applications you wish to delete, and click the "delete" button.
