Help / Lead Record / 1 min read
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.
Verified August 14, 2026 · Current FastIQ lead-record UI and supporting product source checked August 14, 2026
The lead Workflow tab is the operational loan checklist, not the Marketing Workflows automation builder. It opens automatically when the borrower starts the application.
- The seven stages are Application & Setup, Document Collection, File Review & Submission Prep, Lender Submission, Underwriting Conditions, Clear to Close & Closing Prep, and Closing & Funding.
- The left stepper marks stages as active, completed, or upcoming. Select a stage to review its checklist and exit criteria.
- Tasks are grouped by owner: LO, Processor, or both. A task can be Pending, Complete, Skipped, or N/A.
- Advance Stage appears for the active stage. Review required work and the confirmation dialog before advancing.