The Leads page is where people who aren't part of your active pipeline land, so nothing worth a follow-up gets lost. You'll find it in the left sidebar directly under Renewals, at /leads.
Who Shows Up On The List
Leads collects two kinds of people who don't belong on Refinance or Renewals:
- Prospects you add yourself with the Add Lead button on the Leads page. Use this for someone you want to work but who isn't a live client yet.
- Dead deals from an import that arrived with a status of cancelled, declined, expired, or withdrawn. These used to be dropped at import. Now they're captured into Leads so you can still reach out.
A deal with the status new is not a lead. A New deal is a live deal with a real mortgage, so it stays on Refinance.
How The List Works
The Leads list behaves like the Refinance list: one row per person, and clicking a row opens the full client profile. Leads often come in with sparse details, so any information you don't have yet shows as N/A rather than blocking the row.
The list is sorted by date added, newest first, rather than by savings. Leads may not carry a savings estimate, so date added keeps the freshest people at the top.
Filtering The List
Two controls sit above the list:
- Search matches on name, email, lender, city, or postal code.
- Deal Status is a dropdown that narrows the list to a single import status (cancelled, declined, expired, or withdrawn).
Messaging A Lead
You can message any lead by hand. When you open the message window for a lead, a dedicated Leads email template loads. It's written to introduce yourself to a prospect and point at a few options worth exploring, not to address someone as an existing client.
From the same window you can switch on automated 7-day and 21-day follow-ups, the same way you can for a refinance candidate. If the lead doesn't reply, those follow-ups go out on schedule.
The Leads template and its 7-day and 21-day follow-ups are all editable. Open Settings > Templates and select the new Leads tab to adjust the copy. See Editing The IRD Email Template for how the template editor works.
What To Do Next
- Add a prospect with Add Lead: Adding A Client Manually.
- Bring in dead deals through an import: Importing Your Book Of Business.
- Compare this to your live pipeline: What Refinance Does.
- Customize the Leads template and follow-ups: Editing The IRD Email Template.