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lender_user [2017/01/10 02:17]
diane
lender_user [2020/05/28 20:41] (current)
michaels
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 +#redirect https://​support.realgeeks.com/​hc/​en-us/​articles/​360043680193
 ====== Lender User ====== ====== 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.+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|}} {{:​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 ===== ===== Assignments =====
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 Lenders are the same as Agents, except that they don't have the following features enabled: Lenders are the same as Agents, except that they don't have the following features enabled:
-  * text messaging and phone call routing 
   * autoresponders   * autoresponders
   * third-party integrations (Top Producer, Infusionsoft,​ MailChimp)   * 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. 
-{{ :​lead_manager:​new_user_-_lender.png |}} 
lender_user.1484014656.txt.gz · Last modified: 2017/01/10 02:17 by diane