Settings

Stages & SLA

Pipeline stages

New Lead
Contacted
Qualified
Information Session
Application
Assessment
Interview
🔒Disclosure Issuedsystem-locked
🔒Cooling-Offsystem-locked
Agreement Signed

Disclosure Issued and Cooling-Off are compliance stages — they can’t be renamed, reordered around, or deleted. You may add custom stages between the others.

First-touch SLA (hours) by LQS band

hot
warm
nurture
low

Breaching the SLA escalates to the admin recipients below.

Escalation recipients

Decline reason codes

Capital shortfall
Not proceeding
Chose another brand
Unresponsive