Converting a lead into a loan application
Turn a qualified lead into an application. The customer record and the document checklist are created for you.
When the customer is ready to apply, convert the lead. You don't retype anything: the lead's details carry over.
- Open the lead and click Convert to Application (or Create Application in the list).
- Check the loan type, amount and the assigned employee.
- Confirm. BizDue:
- creates (or links) the customer record,
- creates the loan application with its own number,
- builds the document checklist from the loan type and the applicant's answers.
- You land on the new application, ready to collect documents.
The lead is marked Converted and links to its application (Open Application).
Note: Converting needs the "add loan applications" permission. If you don't see the button, ask your admin.
Related articles
- The loan application journey, stage by stage
- Working with the document checklist
- Creating a loan lead
- Following up leads on time
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