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--- lender_user [2016/03/01 23:33]
kevin created
+++ lender_user [2020/05/28 20:41] (current)
michaels
@@ Line 1: / Line 1: @@
-Lender User (BETA Docs)
+#redirect https://support.realgeeks.com/hc/en-us/articles/360043680193
+====== 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.
+We have added a new feature to help our customers who are working with a lender.  You can now add a new type of user: Lender User.
+If you are an admin and want to assign a lead to a lender, you can do so by changing the lender dropdown:
+{{:lender_user.png|}}
+===== Add Lender =====
+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.
+To add a Lender user, you would:
+  - Login to your Lead Manager account
+  - Go to the **Users** tab
+  - Click on the **New User** button
+  - Enter the email address of the lender user
+  - Change the **Role** field to **"Lender"**
+{{::lenderuser2_1.jpg?900|}}
+{{ :lead_manager:new_user_-_lender.png |}}
+===== Assignments =====
+Leads can be assigned to an Agent and a Lender independently of one another. Only one agent and one lender can be assigned to a lead.
+Lenders also have their own round robin settings.
+{{ :lead_manager:lender_round_robin.png |}}
+===== 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:
+  * autoresponders
+  * third-party integrations (Top Producer, Infusionsoft, MailChimp)
-Lender Users are just like Agents, except:
-  * Leads can be assigned to both a lender user and an Agent.
-  * Lender Users have their own round robin settings.
-  * Leads and Agents can add activities to leads, and optionally opt to have the other assigned Agent/Lender notified when they add activities
-  * Lender users don't have autoresponders

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