Lenders in the CRM/Lead Manager


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:

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:

  1. Login to your Lead Manager account
  2. Go to the Users tab
  3. Click on the New User button
  4. Enter the email address of the lender user
  5. Change the Role field to “Lender”


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.


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)

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