Lead Record
Every tab inside a lead, including application, pricing, workflow and diagnostic views.
Using the Lead Deal Desk
Read borrower momentum, current blockers, the activity feed, loan snapshot, team, and next actions from one screen.
Using the Lead Application Tab
Review and maintain borrower, employment, asset, credit, property, loan, tracking, and compliance information.
Using Pricing & Fees on a Lead
Move between live pricing, the fee worksheet, and net-funding reconciliation for one lead.
Using the Lead Underwriting Tab
Review pre-submission risk intelligence separately from actual conditions and agency findings.
Using the Lead Documents Tab
Manage uploaded evidence, disclosure records, forms, and prequalification or preapproval letters.
Using the Lead Activity Tab
Use Stream, Communications, and Notes to reconstruct what happened on a lead.
Using the Campaigns Tab on a Lead
Review lifecycle stage, segment membership, campaign enrollment, message counts, and lifecycle signals for one lead.
Using the Workflow Tab on a Lead
Complete the seven-stage loan checklist, review role ownership, and advance the active stage when exit criteria are met.
Reading the Cadence Governor for a Lead
Use the administrator diagnostic to understand channel verdicts, delays, fallbacks, and recent outreach-policy decisions.
Reading Lead-Level Attribution
Trace recorded first touch, assisted campaign touches, last touch, and application or funding outcomes for one lead.
Using Lead-Level Compliance Controls
Review and update channel opt-outs and Global Do Not Contact status for one lead.
Reading James Review
Interpret the diagnostics-only readiness score, eight file dimensions, required actions, and recommendations.
Can't find what you need? Email joseph@usefast.ai.