Help / Lead Record / 1 min read
Using the Lead Deal Desk
Read borrower momentum, current blockers, the activity feed, loan snapshot, team, and next actions from one screen.
Verified August 14, 2026 · Current FastIQ lead-record UI and supporting product source checked August 14, 2026
Deal Desk is the opening tab for a lead. It combines the most useful current signals into a working summary; it is not a replacement for the detailed tabs or the lender file.
- Borrower Momentum and File Pulse summarize engagement, intent, readiness, trust, application progress, the current blocker, and the recommended next action from available lead signals.
- Activity Feed shows the most recent events. Select View all activity when you need the full Stream, Communications, or Notes history.
- Loan at a Glance summarizes loan amount, purpose, credit score, value, down payment, and property type when those facts are available.
- AUS Verdict shows the latest available program result and selected factors. If no result exists, use Pricing to generate one from accurate data.
- Contacts & Team and Primary Loan Officer show the people attached to the transaction. Authorized managers and administrators can assign or reassign the primary loan officer.
- Communication Preferences controls the lead-level call, SMS, and email opt-out state. The left action rail provides available call, SMS, email, note, task, AI-call, quote, and portal-invite actions.