1
In Progress
2
Pending
In ProgressDue 12/20/2024
New Lead Intake
Enter a new prospect into the system, verify contact info, and run initial qualification checks.
Progress65%
Import lead list from CSV
Verify contact information
Assign priority scores
Send initial outreach
tokens
PendingDue 12/22/2024
Document Collection Sprint
Follow up with borrower to collect all outstanding documents needed to complete the application.
Progress0%
Review deal requirements
Prepare documentation
Submit for approval
tokens
PendingDue 12/25/2024
MoneyMatcher Mastery
Complete advanced MoneyMatcher platform training to unlock all features and workflows.
Progress0%
Watch training module
Complete assessment quiz
Practice with simulation
tokens