Changing a status of a lead

When you have talked to a borrower, or taken a new step with them, it's important to update that status of the lead.
 
1. Hover over CRM.
2. Select Current Contacts.
3. Click the name of the lead whose status you are changing.
 
 
4. Select the desired Status.
5. Click Save
 
 
Emails may be delivered based on the status. Contact your account rep if you have questions about how emails are delivered to your leads.
 
 
This article is provided for informational purposes only and is subject to change without notice. It's not intended to include every feature or service that LoanTek provides. Visit the LoanTek Support Page for more information.

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