Sales & CRM
Leads, pipeline, daily priority work, activity and the borrower conversation.
Adding a Lead by Hand
The three-step New Lead Intake wizard, the nine required fields, and the four things it does not ask you for.
Importing Contacts from a CSV
The two import modes, which columns are required for each, and why everything you import arrives with calling and texting switched off.
Lead Statuses and the Six Pipeline Phases
How FastIQ organizes its 33 lead statuses, including terminal outcomes and status-change behavior.
How Trust Scores Work
What the 0–100 score and tier mean, how engagement and inactivity move them, and where to see the result.
Lead Activity: Stream, Communications, and Notes
Use the three Activity lenses to read system events, review messages, and add lead-specific notes.
My Day — Your Ranked Daily Call List
Where to find it, what the four counters track, how the call list is ranked, and the partner follow-ups most people miss.
Logging Performance Activity
Record one of seven completed activity types from My Day and understand what that log does—and does not—update.
Using the Conversations Inbox
Find and review lead conversations from the unified inbox.
Partners Workspace and Professional Directory
Manage professional contacts, referrals, file collaboration, communications, portals, and relationship intelligence.
Realtor Call List
Find active processing files by realtor, prepare calls, and export the filtered list.
LO Recruiting Pipeline
Add loan-officer prospects, filter the recruiting list, and move records through the ten current recruiting stages.
Can't find what you need? Email joseph@usefast.ai.