Description:
A prospect is someone that had any form of a loan officer’s app shared with them. Therefore, they will remain listed as a prospect even after the borrower becomes an app user by downloading the app and creates an account.
Steps to resolve:
All shares remain Prospects.
Web:
- Once the prospect has created an account with a matching email or phone number it will show as hyperlinked in the Prospects page.
- We are currently not able to unhide/reactivate prospects.
- To view a 'hidden' prospect you must select All.