Submissions are logged into CRF Connect every time an applicant submits a pre-application form.
The distinction between a submission and a lead is that the submission comes first - in order for a submission to turn into a lead, the applicant needs to ...
- Match with one or more products based on the information they provided.
- Select a product and confirm they want to move forward with it.
Please note that submissions are only viewable by referral partners. If you are a service partner (i.e. a lender or a TA provider that is servicing leads but not referring them out to other service partners), “Submissions” will not appear within your user interface. If you are a referral partner, you can easily view your submissions by navigating to the “Submissions” tab on the lefthand side menu.