Delete a Prospect


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 delete a prospect.


Video Tutorial



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 Delete Prospect icon (trash can) towards the right hand side of the borrower's name:






Confirm the deletion by selecting the red Delete button:


Note: Any prospect deletions are permanent. If there are no other accounts associated with the user, this will also delete their Floify account permanently.







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