{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/76ce9f563cb7402890ed875f2de9975e\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/76ce9f563cb7402890ed875f2de9975e-ee744ff4fe296428.gif","duration":159.75,"title":"Understanding the Differences Between Lead and Loan Records 📊","description":"In this video, I explain the key differences between lead records and loan records in our system. Lead records are collected through a streamlined form that gathers basic information about a user's interest in a mortgage, while loan records require a full application with detailed borrower information and financial data. I highlight that leads can be converted into loan files, which will then include additional necessary fields. It's important to understand these distinctions as they impact how we process inquiries and manage our workflow. Please review this information carefully to ensure you’re equipped to handle both leads and loans effectively."}