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Lender User (BETA Docs)
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.
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