Internal Tool
Lead Entry
Add New Client Lead
Enter a new borrower or potential client into the database. They will receive a welcome message.
Contact Information
First Name *
Last Name *
Email *
Phone *
Preferred Language *
Select language...
Loan Details
Loan Purpose *
Select...
Source & Assignment
Lead Source *
Select...
Account Executive/LO
Assign to...
Notes
Add Lead to Database
Lead will receive a welcome SMS and email after submission.
