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  1. LoanProposals.com Support | support@loanproposals.com | (866) 535-2717
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  3. Help Topics

Help Topics

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  • Automatically remove Non Public Information (NPI) data from leads
  • How do I retrieve a lead from a queue?
  • Can fees be marked as POC or Lender Paid?
  • Can I export a lead in Fannie Mae 3.2 format?
  • Tracking items and reminders
  • Can I import leads?
  • What are lead management rules and how do I create one?
  • What are queues?
  • What are distribution lists?
  • What are lead campaigns?
  • How do I create a loan proposal or loan comparison?
  • How do I add or edit fees for a financing scenario?
  • Do I have to display 4 financing scenarios on a loan comparison?
  • How do I print, email or save a proposal as a PDF?
  • How do I enter payoffs for a refinance?
  • How do I add, edit or delete lead sources, statuses, marketing codes?
  • How do I enter upfront MIP for an FHA loan?
  • Can I add notes or comments for a lead?
  • How can I view the history for a lead?
  • Can I export the history for a lead?
  • Is there a full 1003 loan application?
  • How do I export a pipeline report?
  • Can I customize the data columns in my pipeline view?
  • Can I update the status, probablity or priority for more than one lead at a time?
  • How do I reassign a lead to another user?
  • How do I edit a lead?
  • Can I copy a lead?
  • Can I export a specific lead in Fannie Mae Mismo 2.3.1 format?
  • How do I search for a lead?
  • How do I create a new lead?
LoanProposals.com Support | support@loanproposals.com | (866) 535-2717
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