A short walkthrough of the campaign detail view: see every active lead, understand where each one is in the sequence, and take the next step without leaving the page.
LoanOfficer.ai lets you view a summary of active leads inside any specific campaign. From the campaign detail view, you can click the Active Now count to see who is currently enrolled, where they are in the sequence, and open a lead file directly from the list.
Open Campaigns and select a campaign. The Active Leads tab lists every contact currently enrolled and where they sit in the sequence.
From that view you can pause a lead, move them to a different campaign, or open the contact to reply directly.
Campaigns are most useful when you can quickly understand who is currently moving through them. In LoanOfficer.ai, the campaign detail view includes a summary of active leads so you can see which borrowers, prospects, or contacts are currently enrolled in a specific campaign.
Instead of guessing who is receiving campaign messages or searching through individual files one by one, you can open the campaign, review its stats, and click into the active lead list. From there, you can see everyone currently in that campaign, understand where they are in the sequence, and navigate directly to an individual lead file when you need to take action.
This article explains how to view campaign active leads, what information the summary provides, and how loan officers can use this view to stay organized and follow up more effectively.
A campaign is not just a set of messages. It is a live workflow with real people moving through it. For a loan officer, knowing who is active in a campaign can help you answer practical questions such as:
The active lead summary gives you visibility without forcing you to leave the campaign context. That matters because campaigns often support important mortgage workflows: nurturing new leads, re-engaging past borrowers, educating prospects, or following up with contacts after an event or referral.
When you can see active leads in one place, you can better monitor campaign performance and take action when timing matters. For example, if a prospect is in the middle of a nurture campaign and you notice they are at a specific stage, you may decide to call them, review their file, or coordinate your next manual touchpoint.
Inside a specific campaign, LoanOfficer.ai shows a side menu with campaign information. This view includes campaign stats, analytics, and the duration of the campaign. It also includes an Active Now option.
The Active Now section is the key area for viewing campaign active leads. When you click it, LoanOfficer.ai opens a list of everyone currently in that campaign. The list shows where each person is in the campaign and what stage they are at.
From the list, you can also click a lead’s name to go directly to that person’s file. This gives you a fast path from campaign-level visibility to individual lead-level action.
In simple terms, the workflow is:
1. Open the campaign you want to review.
2. Use the campaign side menu to review stats and campaign details.
3. Click Active Now.
4. Review the current leads and their stages.
5. Click a lead name if you want to open the lead file.
This keeps the campaign review process simple and focused. You do not need to reconstruct the campaign audience manually or search separately for each person.
Start by going to the campaign you want to inspect. This should be the specific campaign where you want to understand who is currently active.
Once you click into the campaign, LoanOfficer.ai displays a campaign detail view. This view gives you context about that campaign, including its stats and related information.
After opening the campaign, look at the side menu that appears for that campaign. This area shows campaign-level information such as stats, analytics, and the duration of the campaign.
This is useful because it lets you orient yourself before reviewing individual leads. You can confirm you are looking at the right campaign and understand the overall campaign context.
In the campaign side menu, locate the Active Now option. This represents the people who are currently active in the campaign.
The wording may appear as a button or clickable area in the campaign detail view. Its purpose is to take you from the campaign summary into the current active lead list.
Click the Active Now button or link. LoanOfficer.ai will pull up a list of everyone currently in that campaign.
This list is the summary of active campaign leads. It is designed to show the current campaign population without requiring you to open each lead file individually first.
Once the active lead list opens, review where each person is in the campaign. The view shows what stage each active lead is currently in.
This is especially helpful when your campaign has multiple steps or timed messages. You can quickly identify whether a contact is near the beginning, middle, or later portion of the campaign sequence.
If you want to take a closer look at a specific lead, click the person’s name from the active lead list. LoanOfficer.ai will navigate directly to that lead’s file.
This lets you move from campaign monitoring to individual follow-up quickly. You can use it when you need more context, want to review contact details, or are preparing for a next step with that person.
Use the active lead summary as part of your regular campaign review process. Campaigns can continue running in the background, but that does not mean you should ignore them. A quick check can show you who is currently being nurtured and where they are in the sequence.
Consider reviewing active leads when:
When reviewing the active list, pay attention to stage. A lead’s stage can help you determine the right type of follow-up. Someone early in a campaign may still be receiving introductory education, while someone further along may be closer to needing a direct conversation.
It is also helpful to use the lead file link intentionally. If a name stands out, click into the file and review the full context before reaching out. Campaign stage is useful, but the full lead file may provide more complete information for your next action.
Finally, pair this view with your normal pipeline habits. The active campaign lead list is a visibility tool. It helps you see who is in a campaign right now, but your follow-up strategy should still be based on the borrower’s needs, timing, and overall relationship.
One common mistake is only looking at campaign analytics and not reviewing the people behind the numbers. Analytics are useful, but they do not replace knowing which leads are currently active and where they are in the campaign.
Another mistake is assuming every lead in a campaign is at the same point. Campaigns often have sequences or stages, and different people may be at different places depending on when they entered. The active lead list helps you avoid treating everyone as if they are in the same phase.
A third mistake is jumping into follow-up without opening the lead file. If you see a lead in the active list and want to contact them, it is usually better to click into their file first. That way, you can confirm relevant details and avoid sending a generic or poorly timed message.
Loan officers should also avoid using the active count as the only measure of success. The Active Now section tells you who is currently in the campaign, but it is only one part of understanding campaign activity. Use it alongside the campaign’s stats, analytics, and your own follow-up process.
Imagine you have a campaign designed to nurture new mortgage leads. You want to know who is currently receiving that campaign and whether anyone needs personal follow-up.
You open the campaign in LoanOfficer.ai. The campaign detail view appears, showing the side menu with campaign stats, analytics, and duration. You confirm that this is the correct campaign.
Next, you click Active Now. A list appears showing everyone currently in the campaign. You scan the list and review each person’s stage.
One lead is at a stage that suggests they have already received several campaign touches. You want to check whether it is time for a more personal follow-up, so you click the lead’s name. LoanOfficer.ai takes you directly to that person’s file.
From there, you can review the lead’s details and decide on the best next step. The key benefit is that you did not have to search manually for the lead or leave the campaign review process without a direct path forward.
This workflow is simple, but it can save time when you manage multiple campaigns or a high volume of leads. It keeps campaign visibility connected to lead-level action.
The campaign active leads view in LoanOfficer.ai helps you see who is currently enrolled in a specific campaign and where each person is in the sequence. From the campaign detail view, click Active Now to open the list of active leads.
You can review each lead’s current stage and click a name to open the lead file directly. This gives loan officers a faster way to monitor live campaigns, understand campaign participation, and take the next step with the right contact at the right time.
Click into the specific campaign you want to review. This opens the campaign detail view with campaign-level information.
Use the side menu to confirm you are in the right campaign and review available stats, analytics, and duration details.
Select the Active Now option in the campaign view. This opens the list of leads currently active in that campaign.
Review everyone currently in the campaign. Use the list to understand which leads are actively moving through the sequence.
Look at where each lead is in the campaign and what stage they are currently at. This helps you understand timing and context.
Click a lead’s name to navigate directly to their file. Use the file to review details and decide on the next action.
Campaign active leads are the people currently enrolled in a specific campaign. The Active Now view shows who is in the campaign right now.
Open the specific campaign and use the campaign side menu. Click Active Now to pull up the list of everyone currently in that campaign.
Yes. The active lead list shows where each lead is and what stage they are at within the campaign.
Yes. Click the lead’s name in the active list to navigate directly to that person’s file.
Yes. When you open a campaign, the side menu shows campaign stats, analytics, and duration information.
Analytics help you understand campaign performance, but Active Now shows the actual people currently in the campaign. This helps you connect campaign data to real follow-up opportunities.
Yes. By seeing each lead’s stage, you can better decide who may need a personal touch and when to review their file.
The transcript describes opening a specific campaign and using Active Now to see everyone currently in it. Use this view when you want a summary of active leads for that campaign.
[00:00] All right, the next thing I wanted to go over with you guys is that we just released the summary of leads that are in a specific campaign. So if you have a campaign and you want to see the summary of everybody who is in it, click on that campaign. [00:13] When you click on it, you will get the side menu that shows you the stats for the campaign. You will be able to see analytics and the duration of the campaign. [00:26] Right here, when you look at Active Now, go ahead and click on that button. That is going to pull up a list of everybody who is currently in the campaign and show you where they are and what stage they are at. [00:39] You can navigate directly to their files just by clicking on the name. That is the summary of where you can see everybody who is currently in a campaign. I hope that helps out, guys. Thanks so much.