What is Lender Priority?

Lender Priority is a feature that allows you to set up certain lender orders for integrated lenders on your proposals. When a customer is created, it is assigned a path based on the preset probability percentage, determining what order users can view/use certain integrated lenders and finance options. 

For example, if a path starts with GoodLeap, the customer’s proposal will only show GoodLeap and cash options when it is first created. Once they run credit with GoodLeap and it doesn’t go through, the next lender in that path will be available. 

This is set up in the MissionControl portal. To learn more about setting up Lender Priority in MissionControl, navigate HERE.