Active Stages
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- Matched - Where all leads start.
- Reviewed - When lead is clicked on and interacting with.
- Contacted - When a partner has reached out to the applicant.
- Qualified - When they have a full package and it’s in underwriting.
Terminal Stages
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- Funded - A funded loan.
- Disqualified - A lender decision to not move forward, for credit or eligibility reasons.
- Withdrawn - A applicant decision to not move forward, SBO is unresponsive or not interesting anymore.