Working Leads in Intro XL

1. When a lead is received in Intro XL, the applicant will be directed to the eSign page to sign the temporary loan agreement.
   They will also receive an email providing them with a link to sign the agreement.

   Example Email (Sent on 9/18/2019):
   
   Katie, please click this link to sign your loan agreement.
   
   Please call us at 888-555-1212 with any questions.
   
   Thank you,
   Your Company Name

2. The lead will appear on the Leads page in Intro XL, showing whether the applicant has signed the temporary loan agreement.
3. Clicking on the Lead Name opens the lead detail screen, where you can:
   • View lead information
   • Review requested loan terms
   • Access the temporary loan agreement
   • Create and send a Decision Logic code via text to the applicant
   • Communicate with the applicant via text and email
   • Update loan terms if necessary
   • Use the customizable underwriting checklist
4. Upon completing the underwriting process and approving the lead and loan terms, you can convert the temporary loan to a finalized loan.
5. The borrower will then receive an email confirming that the loan has been finalized.