Leads

How do I add a Lead?
You can create a Lead individually, or upload many at once using the bulk upload wizard.

How does bulk upload work?
The Leads bulk upload is a 3-step wizard (Upload → Preview → Configure) — you upload your file, preview the parsed rows, then configure how they're imported before committing.

Can I create or bulk-upload Leads from the mobile app?
No. Creating Leads — whether individually or via bulk upload — is only supported on the web app right now; the mobile app doesn't support Lead creation at all.

Why can't I create a Lead for a property in some states?
Your bank only enables Leads for specific states. Check with your Bank Admin/System Admin which states are enabled for your bank — not every state is necessarily turned on.

What are Lead Sources?
Each Lead can be tagged with a source (where it originated from).

What statuses can a Lead have?
A Lead is either New (not yet converted) or Converted (has been converted into an Indication Request).

Can a Lead become an Indication Request?
Yes — a Lead can be converted directly into an Indication Request. Once converted, you can check the resulting indication's outcome from the original Lead record.

Why is some contact information masked on a Lead?
Buyer contact information can be masked by default. Whether unmasking is enabled is controlled at the System Admin level, configured per bank — your own Bank Admin can't toggle this themselves.

Can I export my Leads?
Yes — export returns your full Lead list in one go, rather than the paginated view you see on-screen.

Updated on: 21/09/2026