From the lead response framework — who's in the assignment rotation, and how fast a lead should be contacted before it escalates. Tweak the numbers any time.
Action items that need you to actually do something.
Export your leads from Sales Hub as CSV (or copy the table) and paste it below. First row can be column headers — Name, Phone, Email, Loan amount, Broker, Language, Notes, in any order. A Language column (English, Vietnamese, Korean, Cantonese, Mandarin) auto-assigns to a broker who speaks it, when Broker is left blank. Every imported row lands in New Lead. This doesn't dedupe, so avoid pasting the same rows twice.
Capture contact details, loan purpose and a rough amount. Log how they found you.
Qualify income, deposit and credit history. Send your disclosure docs and privacy consent.
Collect payslips, bank statements and ID. Submit the full application to the lender.
Track lender conditions, chase outstanding items and keep the client updated weekly.
Confirm signed loan docs, liaise with the solicitor/conveyancer and confirm the settlement date.
Every deal a broker has picked up and is actively progressing — from first contact through settlement. Sorted by longest time sitting in its current stage.
Log what you'd like changed or upgraded on the 1Finance lead-gen dashboard. Sending opens a pre-filled email in your own mail app — nothing sends itself.