A prospect is any contact that you are currently working on a loan with or you have the potential to gain a loan from. You can upload up to 700 prospects into your Usherpa database.
Add prospects who are still shopping for a home to the Actively Looking Campaign, add contacts who are buying a home for the first time to First Time Homebuyer Campaign, and contacts who need to work on their credit score to Credit Challenged Campaign.
A Prospect Journey looks like this
*without an LOS integration, just add your prospects on a regular basis manually. Click here to see how to add a new contact to your Usherpa Account.
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