CompenSafe: Lead Source Change Requests
Lead Source is a term used by AFN to identify how a lead is sourced. It is the basis for calculating a Loan Officer's commission. Once a loan is funded, the lead source cannot be changed. If a lead source change is needed to adjust a Loan Officer's commission, an exception approval from Jonathan Gwin is required for the change to happen in Encompass.
Types of Lead Sources:
- Self-Generated is used for leads that are generated by the employee.
- Company-Generated is used for leads that are provided by AFN to the employee.
- Internal Referral is used for leads that are provided by a branch to another or by an employee to another.
This is where a lead source is located in Encompass.
Order of Lead Source Change Requests:
If you need any assistance with your CompenSafe account, please email Commissions@afncorp.com with screenshots and details of your issue.
Related Articles
CompenSafe: Process Auto-Change on a Lead Source in Encompass
The Commissions Team processes an auto-change on a Lead Source to Internal Referral on loans in Encompass in the following situations: Loans processed through the referral desk. Loans with different originating branch IDs and Loan Officer's home ...How to Create Leads in Lead Wizard
The Lead Wizard provides a quicker and user-friendly tool to enter loan leads in Command Center. Its easy-to-use interface walks you through the lead setup, and referral data is kept in one place. How to Create Leads in Lead Wizard 1. ...CompenSafe: Role Assignment Change Requests
Role assignment is where an employee is assigned to the loan in Encompass based on how they are working on the loan/file. This role information integrates into CompenSafe and becomes the basis for calculating the commission or override. This is ...Loan Workbench: Lead Overview
Access the lead tab in Command Center’s Loan Workbench to view and edit relevant loan data in a user-friendly layout before it is sent to Encompass. Loan Workbench: Lead Overview 1. Navigate to Pipeline from the left-hand menu. 2. If the ...How to Enter Leads on a Mobile Device
Command Center's Lead Wizard on a mobile device walks you through an easy-to-use interface to enter leads and referral data is kept in one place. Leads can be synced with Encompass once the information is in Command Center. Enter Leads on a Mobile ...