Lead Details & Leads Listings
At the heart of the entire system are the basic lead details such as the customer (or potential
customer) address, desired loan amount, contact details and links to all the various sub-details
such as notes, financial data, reminders, stored files, etc..
The leads are displayed to admin users and brokers as a well formatted list which can be customised
to a users personal preference, the list can be sorted by various columns and old records can be archived
without being lost. Admin users also have a simple to use but powerful search and filter system which
can be used to locate a lead or group of leads for further investigation.
Other general leads features available include "Brokers View" allowing an admin user to
view a particular brokers section without actually using that brokers login. This allows admin users
to see exactly what a particular broker would see when using the system (excluding the brokers personal
preferences such as site theme). Another feature available is the lead data export functions allowing
admin users with "Manager" privileges to export a list of leads for use in spreadsheets,
databases, mail-merge, etc..
