The Sales Lead screen enables you to record information gathered during a sales query or a call from a potential borrower. A sales representative can then use Sales Lead screen to follow-up with the borrower. This is not a mandatory screen. You can always begin Loan origination process directly using the Application Entry screen Information on Sales Lead screen can be attached to the Application Entry screen as optional information. Attaching a lead to an application can help the sales department analyze the effectiveness of following-up with prospective borrowers. Once a lead is attached to an application from the Sales Lead screen, the system changes its status to COMPLETED.
The Lead Entry screen enables you to record information regarding prospective borrowers from a sales query or a call to be used in a follow-up call. The initial status for the lead can be set as NEW or FOLLOW-UP.
To Navigate to Lead Entry screen
A brief description of the fields is given below:
Applicant Information Section
Field |
Do this |
Lead # |
View the sales lead number. |
Lead Date |
View the sales lead date. System defaults the current date. |
Company |
Select the company name. |
Branch |
Select the branch name. |
First Name |
Specify the applicant’s first name. |
Last Name |
Specify the applicant’s last name. |
Birth Dt |
Specify the birth date. |
Channel |
Select the channel of the sales lead. |
Source |
Select the source of the sales lead. |
Address Section
Field |
Do this |
Type |
Select the address type. |
Postal Type |
Select the postal address type. |
Address # |
Specify the address. |
Street Pre |
Select the street prefix (directional). |
Street Name |
Specify the street name. |
Street Type |
Select the street type. |
Street Post |
Select the street postfix (directional). |
Apt # |
Specify the apartment number. |
Address 1 |
Specify the first address line. |
Address 2 |
Specify the second address line. |
City |
Specify the city. |
State |
Select the state. |
Zip |
Select the zip code. Note: For non US country, you have to enter zip code. |
Country |
Select the country code. |
Specify the e-mail address. |
|
Alternate Email |
Specify the alternate e-mail address. |
Assigned By |
View the user code creating the sale lead. |
Status |
Select the status for the sale lead. |
Status Dt |
View the last sales lead status change date. |
Follow-up Dt |
Specify the sales lead follow-up date. |
The Telecoms sub tab records phone numbers for the sales lead.
A brief description of the fields is given below:
Field |
Do this |
Telecom Type |
Select the type of telecommunications device |
Phone |
Specify the phone number |
Current |
Select the Current check box to indicate the phone number is in service. |
The Comments sub tab records any comments regarding the sales lead.
A brief description of the fields is given below:
Field |
Do this |
Type |
Select the comment type. |
Sub Type |
Select the comment sub type. |
Comment |
Specify the comment. |
Comment Dt |
View the date when comment was entered and saved. |
Comment By |
View the user id of the person who entered and saved the comment. |
The Documents sub tab needs to be completed if:
A brief description of the fields is given below:
Field |
Do this |
Document Type |
Select the document type. |
Sub Type |
Select the document sub type. |
Documents |
Specify the document. |
Document Dt |
View the date when document was entered and saved. |
Document By |
View user id of the person who entered and saved the document. |
The Requests sub tab records product the customer is interested in and the requested amount for each product.
A brief description of the fields is given below:
Field: |
Do this: |
Product |
Specify the requested product as Loan. |
Requested Amount |
Specify the requested amount. |
The Follow-Up tab enables you to update customer information based on sales lead follow-ups with customer.
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A brief description of the fields is given below:
Field |
Do this |
Company |
View the company name of sales lead. |
Branch |
View the branch name of the sales lead. |
Followup Dt |
Select the follow-up date of the sales lead. |
Lead # |
View the sales lead number. |
Lead Date |
View the creation date of the sales lead. |
Name |
View the applicant’s name. |
Assigned by |
View the user assigned to the sales lead. |
Status |
Select the status of the sales lead. |
Status Dt |
View the last sales lead status change date. |
The Maintenance tab enables you to attach a sales lead to a different or missed application or change status of lead as New.
To attach a sales lead to an application
You can view the following information:
Field |
View this |
Lead # |
View the sales lead number. |
Last Name |
View the last name of the sales lead. |
First Name |
View the first name of the sales lead. |
Status |
View the status of the sales lead. |
Company |
View the company of the sales lead. |
Branch |
View the branch of the sales lead. |
Days of Inactivity |
View the number of days of inactivity regarding the sales lead. |
Field |
View this |
Priority |
The priority of the sales lead. |
Application # |
The application number of the sales lead. |
Date |
The date of the application. |
Title |
The title of the application. |
Product |
The product of the application. |
Status |
The status of the application. |
Producer |
The producer of the application. |
If the wrong sales lead was attached to an application, detach it from the existing application by clicking Change to New Status, then attach it to the correct application clicking Attach to an Application, completing the App # field, and clicking Post.