Give a lead back
If you can't work a lead (you can't reach them, they're not a fit, you're not licensed in their state, or there's a language barrier), give it back:
- On the lead's page, in the People box, press Give back.
- Pick why, and add a note if it helps (Spanish speaker).
- Press Give it back.
Your callbacks on it end. If you have an appointment with the lead still to come, cancel it first.
Up for grabs
A lead given back goes Up for grabs (under Leads, with a count). Loan officers who take turns at new leads and are licensed in its state see it there. They see the request and why it was given back, but not the phone, email or address until they press Take it. The first one to take it gets it.
Managers and admins see every lead up for grabs, and can give each one to someone from the list. Anyone not licensed in the lead's state is marked.
With Vaulty: give back my lead Maya Evans, language barrier, or grab Dana Jensen.
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