Overview
Some teams have several Lender users associated with their platform, and within that, certain Agents that only wish to work with a specific Lender listed on the account.
While Agent and Lender users aren't able to change this on their end, as a Broker/Admin user you have access to the Lender Auto-Assign option, which will allow you to link one Lender with an Agent's account!
Putting the Lender Auto-Assign setting in place for an Agent, means that any time a lead is assigned to the particular Agent, that lead will also automatically be assigned to the specified Lender.
This will occur regardless of whether the lead is assigned through the team's lead rotation or the Agent's subdomain website.
The only exception to this is if a lead is assigned to an Agent after coming into BoomTown through Auto-Import from an outside source. In these instances, a Lender can never be assigned, and thus the Lender Auto-Assign setting will not be effective.
Set Up Lender Auto-Assign
To put a Lender Auto-Assign setting in place for a specific Agent, first access your Users - Agents page found in the Admin tab of your left-hand menu bar.
Once on the Agent list page, locate the Agent you'd like to put the setting in place for and select their name to be redirected to their Agent profile page.
On the Agent's profile page, scroll down to the very bottom to find the Lender Auto-Assign drop-down field.
Select the name of the Lender that you'd like to be tied to this specific Agent, and then click Update Settings in order to complete the Lender Auto-Assignment!
Only Lenders that are currently listed as users on your platform will be available in the drop-down menu. If you need to add a Lender to use the auto-assign feature, this can be done within the Users - Lenders page of your account!
Once the Lender Auto-Assign change has been made, the name of the selected Lender will display in this field for the Agent moving forward, and the Lender's name will display within the Lender column for the Agent on the Agent user list.
