Editing Agent Profiles

As a Broker/Admin user, you have access to editing and updating your Agent users' profiles!

It is very important that you do not overwrite an existing Agent account to add a new Agent account to the system. Doing so can cause issues with text messages and emails sent through the system. If you would like to add an agent, click here for further instructions.

To access an Agent's profile, navigate to the Users - Agents option within the Admin tab in your left-hand menu bar.

Select the name of the Agent that you'd like to view the profile for, and you'll be directed to their individual profile page.

Within an Agent's profile, you can change their log-in email address, their user permissions, as well as their name, phone number, and picture that shows on the website. Agents will also have access to most of these changes, in case they'd like to update the data on their end through their My Profile page.

Here's a run-down of the components of an Agent's profile:

Login Info	Here you will find the Agent’s log-in email address, which is also the address that will receive all BoomTown-related email. To edit this email address, click in the text box, make the necessary changes, and select Update Login Email. If your Agent does not know the password to their account, you can use the Reset Password button. A temporary, randomly generated password will be sent to their login email address.
Agent Website	Here you can update the URL for your Agent's website, also known as the Agent subdomain. Most Broker/Admins will use their Agents' first names in the Agent website URLs. The Agent's name replaces the "www" in the URL. So the Agent website will not actually include "www", rather it will look like this: http://agentname.yourcompanysite.com/
Change Photo	Here you can add or update an Agent’s profile photo. The photo should be in .jpeg format, and be 120 x 150 pixels.
MLS Info	If you have your Agent's MLS ID, you can enter it here to have their listings display on their Agent website under their My Listings tab.
Personal Info	You can use these fields to update the contact information for this Agent, such as their name, phone numbers, and office location (if your team has multiple offices). Additionally, you can enter Agent's Professional Bio information, Professional Title, Awards & Designations, Tag Line, and Personal Website, so that the information can be displayed on the front-end website on the Agent profile page.
Additional Emails	If your Agent would like all their BoomTown system email notifications to be sent to more email addresses, they can be entered in this field, separated by commas. The email entered here will not display on the site and will only be copied on system notifications, not* emails from leads.*
Email Signature	This is where you can update your Agent's email signature, and check the box to have that signature attached to all outgoing BoomTown emails by default.
User Roles	You'll have the choice about your Agent's user roles. An user can be an Agent or a Broker/Admin.
Settings	Here you can make changes to various account settings for the Agent: Restricted User- Checking this box will lock this Agent out of their account. Craigslist Poster- Determines whether an Agent has access to utilize the Craigslist Poster feature Content Editor - Enables access to the WordPress console to make & publish Pages, Guide Pages, Posts & Testimonials for the site. Enable Auto-Import? - Gives Agent access to using Auto-Import for leads from outside sources. Blog Author- Allows Agents access to the WordPress console to create & publish Blog Posts. Blog Contributor - Allows Agents access to the WordPress console to create, but not publish, Blog Posts. Show on Website? - Checking this makes the Agent appear on the Agents page of the website. Send Leads?- Checking this box puts the Agent in lead rotation. Leads per Round- This is how many leads the Agent will get compared other Agents in rotation. Last Lead Date- This is the date of the last lead that was assigned to the Agent via the lead rotation. Lender Auto-Assign- Allows the Agent to have a direct tie to an account Lender for their leads.

For any changes that you make to the Agent's profile, just be sure to select the Update Info or Update Settings button (depending upon the section you're updating) to save the changes!

Editing Lender Profiles

As a Broker/Admin user, you have access to editing and updating your Lender users' profiles!

To access a Lender's profile, navigate to the Users - Lenders option within the Admin tab in your left-hand menu bar.

Select the name of the Lender that you'd like to view the profile for, and you'll be directed to their individual profile page.

Within a Lender's profile, you can change their log-in email address, their user permissions, as well as their name, phone number, and picture that shows on the website. Lenders will also have access to most of these changes, in case they'd like to update the data on their end through their My Profile page.

Here's a run-down of the components of a Lender's profile.

For any changes that you make to the Lender's profile, just be sure to select the 'Update Lender' button at the bottom of the page to save the changes!

Login Info	Here you will find the Lender’s log-in email address, which is also the address that will receive all BoomTown-related emails. To edit this email address, click in the text box, make the necessary changes, and select Update Login Email. If your Lender does not know the password to their account, you can use the Reset Password button. A temporary, randomly generated password will be sent to their login email address.
Settings	Here you can make changes to various account settings for the Lender: User Role- Most Lenders will only need to be authorized as Lender. However, if one of your Lenders needs access to managing all Lenders and Lenders leads on your platform, you'll want to make them a Lender Admin. Restricted Lender- Checking this box will lock this Lender out of their account. Show Lender on Website- Checking this makes the Lender appear on the Finance page if they are also in the lead rotation. Send Leads to this Lender- Checking this box puts the Lender in lead rotation. Leads per Round- This is how many leads the Lender will get compared to other Lenders in rotation. Last Lead Date- This is the date of the last lead that was assigned to the Lender via the lead rotation.
Company Logo	Here you can upload the logo that your Lender would like to display on the site. The logo should be in .jpeg format and be 170 x 175 pixels.
Change Photo	Here you can add or update a Lender’s profile photo. The photo should be in .jpeg format, and be 120 x 150 pixels.
Lender Info	You can use these fields to update the contact information for this Lender.
Lender Integration	Velocify Integration 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. Movement (Dynamics) Integrations 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.
Notify New Lender	By checking this box and clicking, Update Lender you can re-send the welcome email that will instruct your Lender on how to access the system.
Integrated Email	This is where you can update your Lender's email signature, and check the box to have that signature attached to all outgoing BoomTown emails by default.

[Admins] How to Add Lenders

[Admins] User Roles

[Admins] Auto-Assign Lenders

[Admins] Lender User List

Lead Profile - Resubscribe Lead