video1.0<iframe src="https://www.loom.com/embed/a086f8a1f72f43a8bcacea628e5b3c79" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/a086f8a1f72f43a8bcacea628e5b3c79-2126f6e3dd34d69a.gif155.328In this video, I walk you through the new features available in Lead Operations and Lead Search, highlighting the ease of creating a new lead from various screens. I explain how statuses update automatically based on the application process and how to select appropriate dispositions for leads. Additionally, I cover options for editing client data, accessing marketing references, and retrieving credit reports. Please take a moment to familiarize yourself with these functionalities, as they will streamline our lead management process.