Expand Lead Types

Expand lead structures to support secondary type-assignment for leads - Expand filter cycle to select valid recipients for both lead types, with primary lead type taking precedence in all applicable cases - Expand delivery cycle to support delivery to two separate typed batches - Expand lead edit pages to incorporate secondary types - Expand view pages to display secondary types - Expand listing pages to display second types, where one is present - Expand all admin listing page filters to check secondary assignment when sorting by type - Expand Leads 360 delivery to support Loan Modification delivery method (further feedback from Leads 360 to be provided) - Incorporation of “cash-out” field into the systems for view, edit, filtering, etc. for Refinance lead type - Integration of the Home Purchase lead type into the following delivery methods, in order (AMN and LPC not applicable here): Quicken, Leads 360, LeadMailbox, HSBC, Grander Financial - Integration of new Attorney lead type into the system, to include all required supporting new data elements, pages, filters and mail templates