Leads & Past Clients

Find information on using and setting up the Lead Incubator and working with past clients.

How do I convert my Lead to a Loan?
Converting your Leads to a Loan is simple, From theĀ Leads tab: Select which Lead you want to convert to a Loan from the Your Leads section Click the 3 ve...
Tue, Apr 2, 2019 at 12:51 PM
Can I invite a lead partner to co-brand a lead?
Yes, you can invite a lead partner to co-brand a lead. 1. Select the Leads panel from your dashboardĀ  2. Select the lead you wish to invite a partner to ...
Wed, Apr 3, 2019 at 2:53 PM