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Table of Contents
Lender User
We have added a (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. Only one agent and one lender can be assigned to a lead.
Lenders also 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.
