How can I help a lead clear a deficiency on the Partner Portal?
If there is a problem with a lead’s application, for example a document that needs to be uploaded again, it is shown in the Deficiency column.
Where to find it: Leads > Active Leads > Deficiency
Steps
- Click Leads in the left menu. The Deficiency Pending card shows how many leads need attention.
- Find the lead and check the Deficiency column for the reason.
- Share the Complete your application link with the client so they can fix it.
- Add a note using Add Note to keep track of your follow-up.
Still have questions? We've got you
Just raise a ticket and our support team will get back to you with exactly what you need.