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Settings
Admin
senior/admin only, not built yet
Finish setting up your brokerage.
Open the setup guide
Intake
Leads
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+ New lead
New lead
Phone enquiry, referral or walk-in — website and console leads still land automatically.
First name *
Last name
Business (optional)
Email
Mobile
Finance type *
Residential mortgage
Asset finance
Business loans
Working capital
Commercial property
Development finance
Solar finance
Debt consolidation
Not sure yet
Amount
How did they come in?
Phone enquiry
Referral
Repeat client
Email enquiry
Walk-in
Other
Notes
Create lead
Cancel
Received
Applicant
Business
Product
Amount
Source
State
Deal
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