Prospect Lists & LO Favorites

How to build prospect lists for future export as well as favorite LOs for follow-up research

Prospect List

You can create a Prospect List (maximum of 25 contacts) that you can later export as a .csv file. This can be convenient if CRM Push is unavailable or if you’d just like to easily review a full list prior to pushing to your CRM.

1. Add the prospect’s email then phone number
2. Click Add to Prospect List
3. Go to OTHER tab and click Prospect List
4. Review your candidates (add up to 25)
   
   
5. Click the CSV button to export. This will download the list which then you can upload to your 3rd party solutions.

LO Favorites

Before adding a candidate to an exported list you can click the star to bookmark them for later review. This allows you to continue researching before getting distracted by deep diving into individual research.

1. Add to LO Favorites by clicking the star next to the LO’s name
   
   
   
   
2. To view all your favorites, go to the Mortgage tab and select LO Favorites
   
   
   
   
3. From here, you can research their offices or view all the LOs at their company. You can also add tags for later segmentation or delete LOs from your favorites.