Convert a Prospect to a Live Loan Flow


The loan pipeline is where you will manage all of your borrowers, including reviewing application and document data, making adjustments to the loan flow, and locating any additional information regarding the loan.


When a borrower applies via your landing page, all incoming applications show up in your Prospects tab for you to review. Any incomplete applications will be visible here, and depending on your settings, you may also have completed applications available for your review to proceed.


Among these options, you will have the option to convert a prospect to a live loan flow.


How to Use

From your active loan pipeline, select the Prospects tab at the top of the page:






Locate the borrower that you would like to make edits for. Select the Convert to a live loan flow icon (file folder) towards the right hand side of the borrower's name:






If the loan application is incomplete, you will be asked to confirm by selecting Convert to Live Loan to proceed:






You will then be taken to the Start New Loan Flow page to finish setting up the details for the loan:

You can find more detail regarding this page here if you need: Start a New Loan Flow.






Scroll down and select Start New Loan Flow at the bottom to complete and move the loan into your loan pipeline:




Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Please sign in to leave a comment.