A Contact is the person. To see your leads, open Contacts and filter to Lead. Refinance and Renewals are the views that help you act on a client's current mortgage.
Move a Lead into Deals
Leads can enter BrokerPlus through manual entry, forms, calculators, voice, telephony, imports, or inbound email.
A lead has a hidden backing deal, but it stays off the live Deals board until you select Create deal.
- Open the lead and confirm the person and opportunity details.
- Select Create deal.
- BrokerPlus activates the existing backing record instead of creating a second deal.
- The lead source status is cleared and the person-level Lead entry is archived.
Understand Refinance and Renewal Lanes
BrokerPlus classifies retention opportunities from mortgage maturity and estimated savings:
- Renewal: maturity is 0 to 6 months away.
- Pre-renewal: maturity is more than 6 and up to 12 months away.
- Refinance: maturity is farther away or missing, and estimated savings clear the configured threshold.
After the first outreach, the opportunity type is frozen so the same person does not unexpectedly move between lanes during follow-up.
Use Visibility Labels Carefully
Master View is verified for Refinance and Renewals. Do not assume that label applies to CRM or every other contact surface.
One person, several work views
Do not create a second contact because the person appears in another operational view. Open the shared profile or activate the existing backing deal.
What to Do Next
Continue with Create an Equity Report.