LO Recruiting Pipeline

LO Recruiting is in the Partners workspace under Recruiting. It combines headline stage counts, search and filters, a prospect list, and a lightweight intake dialog.

The ten current stages

1. New.
2. Initiated.
3. Messaging.
4. Dialogue.
5. Invited.
6. Interested.
7. Onboarding.
8. Onboarded.
9. Not Interested.
10. Archived.

The headline buttons show Total, New, Messaging, Dialogue, Onboarding, and Onboarded. Use the All stages filter to reach the other stages. The source filter supports Manual, Model Match, MMI, and RETR records.

Add a prospect

1. Open Partners > LO Recruiting and select Add LO.
2. Enter the required First Name.
3. Add Last Name, Email, Phone, NMLS ID, Current Company, Licensed States, and Notes when available.
4. Select Add to Pipeline. New manually entered records start in the recruiting list and can be moved with the stage control on their row.

Find and manage records

• Search by name, email, NMLS ID, or company.
• Filter by any recruiting stage or source.
• Change the stage from the prospect row as the relationship progresses.