Overview
When creating entries in lead profiles as a Lender user, if you'd like to have the information displayed to the lead's assigned Agent, there are a few steps to take, depending upon the communication chosen.
Notes & Calls
When adding a Note or logging a Call for a lead, you'll have the following checkbox options:
Notify Buyer Agent - selecting this box will send an email notification of the Note or Call to the Buyer Agent.
Notify Listing Agent - selecting this box will send an email notification of the Note or Call to the Listing Agent.
Share with Agents - this will have the content of the Note or Call display on the Agent side of the lead profile.
As a Lender, if you do not utilize the Share with Agents option, the assigned Agent(s) will not see the content of your Note and Calls on their side of the lead's profile. Only the entry for the Note or Call will display.
Emails
When sending an email to a lead as a Lender, you'll see options to CC the assigned Buyer and/or Listing Agent.
Utilizing these CC options will allow the content of your email to display on the Agent side of the lead's profile in the History. It will also mean the Agent receives a copy of the email you've sent to the lead.
As a Lender, if you do not utilize the CC Agent options, the assigned Agent(s) will not see the content of your emails on their side of the lead's profile. Only the email action will be displayed in the profile, without the email body (as below).
