Appearance
Loan officers
A loan officer who uses Yapii can ask to connect with you. Once you approve, you can share individual leads with them, and where their loan stands comes back onto your own lead so you can see it without asking.
Nothing is shared automatically. Every lead they receive is one you tagged for them.
How you hear about a request
There is no Loan officers item in the left menu. A request reaches you two ways, and both open the page:
- an email telling you a loan officer wants to connect;
- a notification on the bell at the top of Yapii.
Anyone in the workspace can open the page and see the requests. Only the workspace owner can approve, decline or disconnect, and only for a request sent to that account's own email address.
Approving or declining
A pending request reads Riverside Lending wants to connect, with the loan officer's own business name in place of Riverside Lending. Under it: leads you tag for them will sync to their Yapii, their loan updates will show on your lead, and nothing is shared until you approve.
- Decline ends it there. Nothing is shared and they're told.
- Approve connects the two accounts and creates your share tag.
The share tag
The share tag is an ordinary tag that Yapii creates when you approve. It reads share followed by the loan officer's business name, for example share riverside lending. Putting that tag on a lead is what shares the lead. Nothing else does.
Yapii picks the tag, not the loan officer, and it can't be changed while you're connected. That is deliberate: it means a loan officer can't point the connection at a tag you were already using and quietly receive contacts you never meant to send. The tag is also added to your workspace's tag list, so you can pick it from a menu instead of typing it.
The connected entry on the page tells you which tag yours is. If the loan officer has only just been approved it may briefly say it's still being chosen.
Sharing a lead
Open the contact. Where the loan line sits you will find a Share with button carrying the loan officer's name. Click it and Yapii puts the share tag on the contact for you. The button then reads Shared with that name.
If more than one loan officer is connected, the button becomes Share with a loan officer and you pick which one.
You can also just add the share tag to the contact yourself. It is the same act, and tagging a group of leads at once from the Contacts page works too.
Sharing isn't instant. The loan officer sees the lead within a few minutes.
Anyone who can edit a contact's tags can share that contact. You don't have to be the owner.
What the loan officer can and can't see
They get their own copy of the leads you tagged, on their own site. They are not added to your workspace, they can't open your Yapii, and they see nothing else in it: not your other contacts, not your conversations, not your pipeline.
What comes back to you
On a lead you have shared, the loan line shows one of two things:
- Loan: the stage the loan is at, and who it's with, once the loan officer has started work and set a stage.
- Shared with their name, loan not started yet before that, so a shared lead never looks like it went nowhere.
A lead you haven't shared shows nothing here.
Disconnecting
Either side can disconnect, and on your side it's the Disconnect button on the connected entry. You are asked to confirm first, because it stops every future sync at once.
Leads you already shared stay with them. Disconnecting stops anything new from syncing; it doesn't reach into their system and take back what they already have. The share tag stays on your leads too.
If you connect with the same loan officer again later, you get the same share tag back, so the tag you and your team already know keeps working.