Yes, Secondary users have their own Pipeline where they can also save prospects. Secondary users can access saved prospects in Lender by clicking the Pipeline tab and finding the LO name in the ‘Filter by LO’ drop-down.
Yes, Secondary users have their own Pipeline where they can also save prospects. Secondary users can access saved prospects in Lender by clicking the Pipeline tab and finding the LO name in the ‘Filter by LO’ drop-down.