Once you’ve sent your customer their EasyLink or had them complete their application on your device, you’ll want to keep track of their approval progress. You can do this and more in the Leads and History section of Finance+.
The Leads Tab
Once you enter the Leads and History section, you’ll find yourself at the Leads tab. From here, you’ll be able to do the following:
Find all leads sent through EasyLink or OnCallAir
You can check the date, time, and status of your Customer’s application
Each lead has its respective customer’s email or phone number
The Applications Tab
On the Applications tab you’ll find all of your customers’ completed applications and their statuses, whether they’re Pending, Declined, Accepted, or Available. Here are some of the other useful tools you can use on this tab:
Using the Search function, you can easily find an application by using your customer’s name or the Application ID
You can use the Manage Images function to upload images to keep track of completed jobs
You can View Loan Terms and Process Transactions on accepted offers. Keep in mind that these options vary from lender to lender
Note: If you use GreenSky and have Prequalifications turned on, you will also have access to the Prequalifications Tab.
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