Description:
A prospect is someone that had any form of a loan officer’s app shared with them but has not yet made an account.
Steps to resolve:
Shares will show as prospects in the Contacts tab until they create a borrower account with matching information. If the account is created from the share but with different information, then the prospect will still show.
Web:
- The prospect page will show you information such as the name of the share and the information input when shared. It will also show you the date it was sent as well as who sent it.
- From the three dot menu, you can resend the invite, edit the information for the prospect or delete the prospect.
Additional Resources:
Published: 09/13/2023 Last Update: 02/11/2025