New Leads
Automate how new leads are managed and distributed to your team
Managing Leads
You can require specific documents, automate next steps, or leave leads in a holding state until you’re ready to proceed.
Automatic Application Progression
Allow Leads to Automatically Start the Application
When enabled, new leads will move directly into the application flow once the lead form is completed.
This creates a LendWell account and prompts the client to upload documents without adviser involvement.
Lead Assignment
Assign Leads Based on Adviser Capacity
Automatically distribute new leads based on adviser availability and workload.
This helps balance caseloads and reduces the need for manual reassignment.
Lead Reassignment
Select any Circumstances When Leads Should be Reassigned
Define conditions that trigger automatic reassignment. For example: adviser unavailability, stalled progress, or exceeding capacity thresholds.
Maximum Mortgage Amount for Associate Advisers
Set a cap on the loan size that associate advisers can manage independently. Leads above this amount will require senior adviser review or reassignment.