Login Info

The Login/Email address entered in this box affects…

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If your Lender partner has an existing BoomTown account with another team, they will need to provide you with a different email address to use for their account under your Team.
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User Role

Most times you’ll want to give your lending partners the Lender user role.
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If your brokerage is working with one lending company, and the lending group has a team leader, you may want to grant the team leader administrative rights, by setting that user's role as Lender Admin.
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Granting administrator permissions gives the Lender Admin access to ALL leads, belonging to all Lenders.
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You can always adjust these additional settings after your Lender is added to the system.
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Settings

A Lender User must be set to ON for both Show Lender on Website and Send Leads to this Lender, in order for them to display under the Finance page.
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If there are other Lender Users set to ON for both of these rotations, the Finance page will rotate the Lender it displays.
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If you want a Lender user to show under the Finance page, but you don't necessarily want them receiving leads in the rotation, you can turn them ON for both rotations, but set their Leads per Round to zero.
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You can always adjust these settings after your Lender is added to the system.
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Company Name

Include the name of the lending company your Lender works for, and this will display in the right-hand sidebar of the Finance Page for that Lender.
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Contact Info

You are required to enter your Lender's first and last name.
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The system requires at least one Lender user to be in the lead rotation at all times. So if you do not currently have a Lending partner as part of your team, you could create a Lender account using a generic name, such as "Preferred Lender".
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Your Lender can later enter the rest of their information like phone number, address, etc. by accessing their profile page!
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Lender Integration - Velocify

This is an optional setting for Lenders that utilize the external CRM, Velocify. Lenders that want to have their BoomTown information integrated with their Velocify account will need to enter both the Campaign ID and Client ID provided by Velocify.

Lender Integration -Movement (Dynamics) Integration

This is an optional setting for Movement Mortgage Lenders that utilize the external CRM, Microsoft Dynamics. Movement Mortgage Lenders that want to have their BoomTown information integrated with their Microsoft Dynamics account will need to enter both the Campaign ID and Client ID provided by Microsoft Dynamics.

Activation Email

Your final step is to send the Lender the activation email before creating the Lender profile!
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If you do not want to send the Lender an activation email, you can uncheck the Notify New Lender box above the Lender's email signature area-- however, in that case, they will have to utilize the Forgot Your Password? link on the leads.boomtownroi.com login page to find out their password for logging in.
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