Lendersa® Lender Guide: How to Acquire Leads & Contact Borrowers

10/16/2026 | Moshon Reuveni | Posted in General Lending
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Important Rule: To unlock a borrower’s phone number, email address, and loan documents, you must acquire the lead by either sending a message or providing a soft quote / LOI.

⭐⭐⭐⭐⭐ Protect Your Star Rating: Review new leads promptly. Accepting or declining quickly improves your Star Rating, whereas leaving a lead undecided for over 96 hours lowers it. Unacquired leads are automatically removed after 10 days.

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Step-by-Step Instructions Lender Dashboard Visual
Step 1: Sign In to Your Dashboard

Log in to your Lender Dashboard using your username and password.

When a lead matches your profile, you must either Accept or Decline it.



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Step 2: Click "View Loans"

On your Registered Lender Account Overview, click View loans to see both previously acquired leads and new, unacquired leads that match your lead-capture profile.



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Step 3: Identify Active Unacquired Leads

Active leads that have not yet been acquired appear with a blue View button and an orange Decline lead button.



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Step 4: Review Details & Evaluate Options

Click the blue View button to inspect the loan details and client notes. If the lead is clearly not a fit, click Decline lead; if uncertain, always click View first.

Note: Viewing a lead does not acquire it. Contact details and attachments remain hidden until you acquire the lead.

After reviewing, choose one of three options:

  • Acquire the lead (via Message or Soft Quote).
  • Decline the lead if you cannot assist.
  • Postpone briefly, but respond within 96 hours to protect your Star Rating.



Step 5: Decline (If Not a Fit)

If you determine after reviewing that you cannot assist the borrower, click the orange Decline button and proceed to another lead.

⭐⭐⭐⭐⭐ Star Rating Tip: Accepting or declining quickly improves your Star Rating; leaving a lead undecided for over 96 hours lowers it. After 10 days, unacquired leads are removed from view.
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Step 6: Acquire the Lead (Choose Method)

To acquire the lead and unlock the borrower’s phone number and email address, choose one of the two methods:

  • Message: Send the borrower an introduction message (see Steps 8–9).
  • Quote: Send the borrower a Soft Quote or Letter of Intent (LOI) (see Step 9B).
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Step 7 Accept the Lendersa® Lead Policy

On the next screen, check the confirmation box to agree to the Lendersa® Lead Policy and survey, and to pay Lendersa® Inc. the applicable marketing fee only if the loan closes successfully.

Click the blue Accept Policy button to proceed.



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Step 8 Option A: Compose a Message

If acquiring by message, click the black Message button and choose how to create your introduction:

  • Draft for me (AI): Enter any notes, select a tone/attitude, and click Generate Draft to let AI write the letter.
  • I’ll write it myself (No AI): Compose your own custom message.

You can also attach files or links using the upload buttons at the top.



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Step 9: Review, Edit & Send Message

Review and edit your message on the preview screen as needed, then click the blue Send Message button.

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Once clicked, the borrower's contact information is immediately disclosed.



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Step 9B Option B: Send a Soft Quote (Priority)

When you have enough information on the loan request, click Quote to send a soft quote.

Enter your elevator pitch and fill out the proposed loan terms (Property Value, Loan Amount, LTV, Rate, Points, Prepay Penalty, and Estimated Approval).

⭐⭐⭐⭐⭐ Pro Tip: Sending a soft quote gives you priority standing with the client and boosts your Star Rating to 5+ Stars!



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Step 10: Unlock Phone, Email & Documents

After sending your message or soft quote, click the black Review button to view the borrower’s phone number, email address, and any attached loan documents.



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Test your knowledge (Answers at the bottom of the page)

Lender Quiz: Acquiring Leads & Contacting Borrowers


Q1. A lender wants to view a matched lead's phone number, email address, and loan documents. Which action is required to unlock these details?

  1. ○ Only clicking the blue "View" button on the loan records table.

  2. ○ Click the blue "View" button, then send a message or soft quote to the borrower.

  3. ○ Send an email to Admin to request access.


Q2. How are new, unacquired leads visually distinguished from previously acquired prospects on the Loan Records table?

  1. ○ They display a blue "View" button and an orange "Decline lead" button.

  2. ○ They display a green "Status Update" button and a red "Terminate" button.

  3. ○ They display a black "Message" button and a black "Quote" button.


Q3. A lender clicks the blue "View" button to inspect a loan request's details, then closes the window without clicking any other buttons. What is the status of the lead?

  1. ○ The lead is automatically acquired and billed to the lender.
  2. ○ The lead is placed on a permanent hold for that specific lender.
  3. ○ The lead remains unacquired with its contact details hidden.


Q4. What happens if a lender leaves an unacquired lead undecided on their dashboard for more than 96 hours?

  1. ○ The unacquired lead is immediately deleted from the dashboard.
  2. ○ The lender's Star Rating is lowered due to the delayed response.
  3. ○ The system automatically sends an AI-generated message to the client.


Q5. After how many days is an unacquired lead automatically removed from a lender's dashboard view?

  1. ○ After 4 days.
  2. ○ After 10 days.
  3. ○ After 15 days.


Q6. When checking the box to accept the Lendersa® Lead Policy, under what condition does the lender agree to pay the applicable marketing fee?

  1. ○ Only if the loan closes successfully.
  2. ○ Immediately upon unlocking the borrower's phone number.
  3. ○ Whenever the borrower replies to a soft quote or LOI.


Q7. Is there a way to view the borrower's email address and phone number without sending a message?

  1. ○ Yes, by submitting a soft quote or an LOI from the lender dashboard.
  2. ○ Yes, by clicking the blue "View" button and waiting 24 hours.
  3. ○ No, sending a written message is the only way to unlock contact details.


Q8. What are the two direct benefits of acquiring a lead by sending a Soft Quote rather than a standard message?

  1. ○ It waives the marketing fee and extends the lead expiration to 30 days.
  2. ○ It grants priority standing with the client and boosts your Star Rating to 5+.
  3. ○ It bypasses the Lead Policy screen and automatically uploads loan documents.


Q9. Immediately after clicking "Send Message" or submitting a Soft Quote, which button must the lender click to view the borrower's phone number, email address, and attachments?

  1. ○ The black "Review" button.
  2. ○ The blue "View loans" link.
  3. ○ The white "Private Memo" tab.


Q10. A lender reviews a new lead and realizes they cannot assist the borrower. What is the best action to take?

  1. ○ Ignore the lead and let it expire after 10 days.
  2. ○ Click the orange "Decline" button promptly to improve their Star Rating.
  3. ○ Send a blank message just to unlock the borrower's contact info.


Answer Key:

Q1-2, Q2-1, Q3-3, Q4-2, Q5-2, Q6-1, Q7-1, Q8-2, Q9-1, Q10-2


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