Converting Prospects to Clients

The T.R.U.S.T. platform offers a powerful feature that allows you to manage prospective clients before finalizing agreements. With this functionality, lenders can list potential clients and sync their debtors with credit agencies to obtain credit reports. Additionally, they can then check if coverage limits will be granted by insurance carriers. Once the coverage limits are known and approved within TRUST, prospects can be seamlessly converted into live clients.

Upon conversion, all previously approved limits will transfer, and the client will appear in your dashboard under the same policy, ensuring everything is organized efficiently. If the client obtains their own insurance, this can be changed as well.

This functionality helps streamline the workflow across different teams, providing permissions-based access—allowing, for example, sales teams and portfolio teams to see only what’s relevant to their roles.

Additionally, users will receive notifications whenever a prospect's status changes or when coverage limits are granted by insurers. To make the process even smoother, T.R.U.S.T. offers a customizable progress table that shows each stage of a prospect's journey—such as "Assessing," "Awaiting Legal Sign-off," "Onboarding," or "Financing." This provides full transparency on the status of each prospect.

If you're interested in using this feature or want to learn more, please contact your Customer Success Manager for a demo or further assistance.

Best regards,
The T.R.U.S.T. Team