A Lead Invite is sent to a potential Borrower to complete an Online Application. The Tracking screen allows the user to insert information about the lead. Once the lead chooses to continue, the user can initiate the loan process through the Status screen.
To send the invite link:
1. From the Home Screen, Select New File > Lead Invite.
2. Enter the lead's first name, last name, and email address.
3. The Lead Invite button will become ungrayed.
4. Click the Lead Invite button.
5. In the Lead Invite window, select the Type drop-down menu.
6. Select the desired Invite Type (Text Message, add phone number, or Email).
7. If needed, type a Memo to the Borrower.
8. Read the Disclaimer before Selecting the Send button.