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 lead was sent to Encompass, the lead or now loan will appear in the Pipeline view of Command Center. If the lead went through the Command Center’s Lead Wizard and has not been sent to Encompass, it will appear in the Prospect tab labeled as lead. Make sure you use the borrower’s name to find the right lead. 

      3. Click on the Prospect tab and select the Lead. 

      4. Users can now view the lead tab in Command Center’s Loan Workbench where Information can be editable before it is integrated with Encompass. Click the pencil iconon each section or click  to include more information on the lead. Go through each section to include additional information.

      5. Borrower Notes are optional. A date and timestamp will be included on every lead note in Command Center.  

      6. When ready, click  to push the lead to Encompass. A loan number will be assigned to the Lead and will appear in the pipeline view. 

      Note: You can run credit pulls in Command Center before the lead is sent to Encompass. Once the lead is sent to Encompass, credit pulls will no longer be available in Command Center. 

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.

• Related Articles

• 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. ...

• Loan Workbench: Conditions Overview

  The Conditions tab offers an all-in-one view for all conditions associated with the loan. Users can view all conditions or select from the following categories: PTD, Collateral, Compliance and PTF.  View Loan Conditions       1. Navigate to Pipeline ...

• 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 ...

• Loan Workbench: Documents Overview

  Documents such as an image, PDF or Word file can be uploaded to the Documents tab in Loan Workbench. This information will be visible in both Command Center and in Encompass.  View Documents 1. Navigate to the Pipeline from the left-hand menu.  2. ...

• Loan Workbench: Pricing Overview

  Once the lock date has been set for the loan, view the loan application timeline and lock information in the Pricing tab of Command Center to know how many business days are left on the lock. AFN team members can also quickly request lender credits ...