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Transferring An Opportunity

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In PrecisionLender an Opportunity can be transferred from one Lender to another as long as you have the correct permission and the person you are transferring to has the ability to own the Opportunity being transferred.

For more information on User Profiles and Permissions see the article below:

 

How to Transfer an Opportunity

 

On the Opportunities Grid

 

From the dashboard, select a category on the left to view the Opportunities Grid. To transfer an opportunity, click on the "Transfer" icon (highlighted in the screenshot below) which will appear when hovering over the opportunity.

Shows the opportunities grid. When you hover over a specific opportunity, a 'transfer' icon will appear. When you click the icon, you will be able to transfer the opportunity to another lender.

 

Within An Opportunity

 

Click the "Transfer" button.

When you're in an opportunity that you currently own, you can transfer it to another lender by clicking the 'Transfer' button in the upper left of the opportunity screen..

 

Select the person you would like to transfer to from the drop-down list, and click "Transfer".

When you click the 'Transfer' button, you'll see a pop-up that provides you of a list on Lenders at your bank. Select the lender and click 'Transfer'.

 

You will see that the Lender has now been changed to the person you selected and all assumptions for the Opportunity have been updated.

Once you've selected a lender and clicked 'Transfer', the name of the new lender will show up on the opportunity. Remember to click the 'Save Transfer' button in the upper left of the screen to save the changes.

 

You must click the "Save Transfer" button in order to complete the transfer and save any changes you have made. Click the "Close" button to close this Opportunity and return to the dashboard.

 

Login to PrecisionLender

Select a category on the left to view the opportunities grid.

Click the Transfer Arrows icon next to the opportunity that you would like to Transfer

or if you are already in the opportunity you can click the Transfer button

Select the person you would like to transfer the opportunity to from the drop-down list

Click Transfer

You will see that the Lender has now been changed to the person we selected and all assumptions for the opportunity have been updated

You must click the Save Transfer button in order to complete the transfer and save any changes you have made.

You may now click the Close button to close this opportunity and return to the dashboard

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