Loan/Lead Status
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Loan Status | E-mail Notifications | Lead Status

Assign statuses to your eMagic loans and leads.

Loan Status

Choose a Loan Status:

  1. When you upload a loan.

  2. When you create a loan.

  3. On the Loan Folder page.

All Loan Status changes will be tracked in the Audit Trail for the file.

Status choices: Pre-qualification, Pre-approval, Application, Loan Setup, Processing, Submitted, Underwriting, Closing, Funded, Archived, Denied, Withdrawn, Post Closing, Audit/Compliance, Portfolio, Sold. Choose Blank for no status; or choose Other to enter your own.

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E-mail Notifications

Choose the e-mail address(es) to receive E-mail Notifications of Loan Status changes

  1. When editing Loan Status.

  2. During Submit File.

  3. Under My Profile.

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Lead Status

In your Lead Manager, choose from the following Lead Statuses:

  • Hot
  • Warm
  • Cold
  • Dead
  • Incomplete
  • choose Blank for no status
  • choose Other to enter your own

For MortgageApp customers, Leads from MortgageApp are automatically created with Hot or Incomplete statuses.

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