Lender User

We have added a new (FREE) feature to help our customers who are working with a lender.  You can now add a new type of user: Lender User.

**Assignments:**  Leads can be assigned to an Agent and a Lender independently of one another, and Lenders now have their own round robin settings.

**Activities:**  Lenders and Agents can add activities to leads, and can choose to have the other assigned Agent/Lender notified when they do.

Lenders are the same as Agents, except that they don't have the following features enabled:
  * text messaging and phone call routing
  * autoresponders
  * third-party integrations (Top Producer, Infusionsoft, MailChimp)

At the moment, a user can only be designated as a Lender when they are created.  If you have any existing lenders using Lead Manager already and don't want to create new accounts for them, contact us for help migrating them.

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