lender_user
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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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lender_user [2017/11/29 18:27] brittany [Lender User] |
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 ====== | ||
| Line 19: | Line 20: | ||
| - Enter the email address of the lender user | - Enter the email address of the lender user | ||
| - Change the **Role** field to **"Lender"** | - Change the **Role** field to **"Lender"** | ||
| + | |||
| + | {{::lenderuser2_1.jpg?900|}} | ||
| {{ :lead_manager:new_user_-_lender.png |}} | {{ :lead_manager:new_user_-_lender.png |}} | ||
| Line 33: | Line 36: | ||
| 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) | ||
lender_user.1511980066.txt.gz ยท Last modified: 2017/11/29 18:27 by brittany
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