The purpose of the “Related Leads” section is twofold. Firstly, this section will flag if the same applicant has previously matched with you by labeling it as a “Duplicate”, so you aren’t duplicating your outreach efforts with the same business over time.

Secondly, for referral programs that encompass both lending and technical assistance, this section will also show you whether the applicant is working with another organization in tandem with yours. This is meant to offer visibility into the business’s needs and empower partners to collaborate on servicing the business, should that be of interest.