Lead Defined Follow Up - in Better MLO CRM represents a specific contact stage that signifies a lead's intent to move forward with your services at a later date. These leads have provided a specific future date when they intend to start the process, indicating a genuine interest in becoming borrowers.
At the "Lead Defined Follow-Up" stage, these individuals are considered leads, as they have not yet completed the application process. They are in the planning phase and have taken the initiative to schedule a future engagement.
Once they fill out the application and officially start the application process, they transition to the "Borrower" category, indicating their commitment to move forward with your services and the initiation of the formal borrower relationship.
Managing leads at the "Lead Defined Follow-Up" stage involves careful scheduling and follow-up to ensure a seamless transition into the borrower category and to provide tailored support as they progress toward becoming active borrowers in your system.