Overview

As a Broker/Admin user, you'll have access to a list of all the Lender users associated with your team's account.

To access the list, navigate to your left-hand menu bar, and select the Admin option -- then select Users - Lenders.

As a Network Admin user, you have access to viewing and editing Lender users associated with each one of your platforms-- and can filter your Lenders page to view each platform separately through a drop-down menu at the top of the page.

Within your Lenders list, you'll find the following columns:

Name	The Lender's Last Name, First Name and their Login/Email below. Click on the Lender's name to get to their Lender Profile Page.
Show on Site & Send Leads	A Lender User must be set to ON for both Show on site and Send Leads, in order for them to display under the Finance page. If there are other Lender Users set to ON for both of these rotations, the Finance page will rotate the Lender it displays. 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.
Pause	This button can be selected to temporarily halt a Lender within the lead rotation, without turning them off completely. This usually serves to maintain their positioning within the rotation for when they're resumed again.
Leads Per Round	Set the quantity of leads a given Lender user should receive for each complete round.
Last Lead	Accounts for any leads assigned to a Lender via the Lender rotation. This does not include leads that were manually assigned a Lender, outside of the Lender rotation.
Last Login	Reflects when a Lender User last logged into their BoomTown Account.
Activated	A Lender's account will be activated once they click on the one-click activation link within the user activation email they receive upon their account being created.
Photo	Will tell you whether your Lender user has uploaded a Lender Photo under their Lender Profile page or not. As a Broker/Admin, you can also upload your Lender's photo under their Lender Profile page.
Modified	The last time changes were made to the Lender's Profile page.
Delete	Will permanently delete the Lender's account from the system, if they are not assigned to any leads. If you're trying to delete a Lender that does still have assigned leads, you'll need to transfer their leads away from them completely before the deletion can be processed.

[Admins] How to Add Lenders

[Admins] User Roles

[Admins] Auto-Assign Lenders

[Admins] Editing Lead Rotation Settings

[Admins] Editing User Profiles