Using the Leads Table
The Leads Table in the Lender Portal is your team’s primary workspace for managing member/customer applications. It gives you a real-time view of all active Leads, along with tools to search, filter, assign, review, and take action.
This page outlines how to use the Leads Table effectively — including navigation tips, filtering options, and how to work with individual Leads.
Where to Find the Leads Table
From within the Ascent Lender Portal:
Navigate to the Leads section in the left-hand navigation menu.
You’ll be brought to the Leads Table, which displays all active Leads associated with your institution (based on your user permissions and any filters applied).
Table Layout and Key Information
Each row in the Leads Table represents a single application. Key columns typically include:
Member/Customer Name
Product Type (e.g. Auto Loan, Personal Loan, Business Term Loan)
Status (e.g. In Progress, Submitted, Approved, Closed)
Date Started
Date Last Updated
Assigned Staff Member (if applicable)
Some columns may vary slightly depending on how your institution is configured or what modules are active.
Filtering and Sorting
You can filter or sort the Leads Table using the tools provided at the top of the page. Common filter options include:
Submission Status
Submitted, Unsubmitted, Approved, Closed, Archived
Borrower Type
Registered or Unregistered
Product Type
Filter by the specific products your institution offers
Assigned User
See which Leads are currently assigned to specific team members
Date Filters
Useful for tracking recent activity or historical patterns
Use sorting options to re-order by date or name as needed.
Understanding Unregistered Borrowers
If a borrower begins an application without creating an account or signing in, they are marked as an Unregistered Borrower. These Leads are:
Hidden by default from the Leads Table
Accessible via filters if you want to surface in-progress applications from anonymous users
Fully visible once opened, including any form progress or uploaded data
Still actionable by your team — including viewing, assisting, or converting to full applications
This flexibility allows you to support casual users and help recover drop-offs if needed.
Opening a Lead
Clicking on any row in the Leads Table takes you to the Member Profile View, which provides:
A detailed summary of the applicant’s personal information
The specific application form they completed
A full record of interactions, notes, and supporting documents
Action buttons (Approve, Close, Assign, etc.) to process the Lead
More on this in the Lead Details and Member Profile section.
Common Use Cases
Triage new applications as they come in
Follow up on partially submitted Leads by Unregistered Borrowers
Assign Leads to internal staff for processing or review
Perform quick actions (e.g. Archive, Approve, Close)
Notes on Lead Visibility
Leads are only visible to users based on their role and permissions
Custom filters and views can help larger institutions manage higher volumes of applications
Archived or closed Leads are not shown in the default view, but can be accessed with the appropriate filters
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