User Permissions Based on Type
Please Note: Some of the permissions and features below are available for certain user roles, but are optional, which means they can be enabled by a Broker/Admin user, but aren't necessarily enabled by default.
| Agent Profile-Only | Agent | Lender | Lender Admin | Broker/ Admin |
Account Permissions & Settings |
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Agent Subdomain | |
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Lead Rotation |
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Show On Site |
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Receive Leads through Transfer (Bulk or Individual) |
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Blog Author |
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Blog Contributor |
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Content Editor |
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Seller Address-Only View, Reverse Look-Up, Export |
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Craigslist Poster |
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Listings Manager (Hot Sheet & My Listings) |
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Lender Auto-Assign |
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Marketing Communication |
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e-Alerts |
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e-Alert Templates |
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Email Templates |
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Text Templates |
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Create Group/Shared Text & Email Templates |
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View & Use Group/Shared Text &/or Email Templates |
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View Other Agent Text & Email Templates |
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View Other Lender Text & Email Templates |
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Smart-Drip Plans |
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Sharing Library |
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Targeted Bulk Email |
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Targeted Bulk Texting |
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BombBomb Video Integration |
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Admin |
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Admin Access |
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Lead Rotation Changes |
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Agent & Lender User Additions/Updates |
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Lead Export Functionality |
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Reporting Menu |
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Traffic Dashboard |
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Lender Accountability |
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Perform Bulk Lead Transfers/Re-categorizations |
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Request Website Changes |
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View/Take Action on Others' Leads |
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Filter By Assigned Agent in Lead Central |
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Filter By Assigned Lender in Lead Central |
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Lead Management |
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Manually Add Leads |
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Request Bulk Imports |
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Create Tracking Links |
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Create Off-Site Lead Forms |
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Request Quick Search Widget Codes |
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Customize Buyer Welcome Email |
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Lead Central |
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Opportunity Wall |
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Hot Sheet |
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My Listings |
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Text Messaging |
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Segmentation & Tagging |
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Seller Dashboard |
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Reverse Prospecting (Best-Fit Leads) |
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Mojo Dialer Integration |
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Google Calendar Integration |
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Auto-Import Leads |
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Multi-Agent Lead Assignment |
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To-Dos |
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View Transactions |
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Edit Transactions |
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dotloop Integration |
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My Deals Access |
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My Deals - Show GCI |
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My Deals - Show Agent Split |
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My Deals - Leaderboard Access |
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Lead Matching Access |
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Rematching Access |
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SharkTank Set Up |
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SharkTank Notifications & Claims |
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BoomTown NOW App Access |
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Lead Qualification Questions & Edits (Lead Profile) |
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Lead Qualification Filters (Lead Central) |
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Support & Training Services |
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Support |
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Training |
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Knowledge Base Access |
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Agent Users
Your Agent user list is where you can access a roster of all the Agent users associated with your account, make updates to their lead rotation and site-showing settings, and access their profiles for further updates, among other things!
To access your Agent user list, open your left-hand navigation menu, click on the Admin tab, and then select the Users - Agents option.
As a Network Admin user, you have access to viewing and editing Agent users associated with each one of your platforms-- and can filter your Agents page to view each platform separately through a drop-down menu at the top of the page.
Within your Agent users list, you'll find:
Name | The Agent's Last Name, First Name along with their Login/Email address displayed below. |
Show on Site | As a Broker/Admin, you control which of your Agents' names & pictures will appear on your website under the Agents directory page. |
Send Leads | This option adds an Agent to the lead rotation. |
Buyer Leads Per Round & Seller Leads Per Round | Sets the quantity of Buyer and Seller leads, respectively, that will be assigned to a given Agent within each rotation. |
Last Buyer Lead & Last Seller Lead | These columns only account for the leads that were assigned to Agents based on the rotation. This does not include leads received through an Agent subdomain, as those bypass the rotation. |
Lender | This column will indicate whether an Agent has a specific Lender tied to their account through the Lender Auto-Assign setting. |
Delete | If the Agent still has leads assigned to them, clicking this X will bring up the Transfer Leads modal for you to transfer their leads to another Agent user(s).
Please Note: You may be prompted to reach out to Support to get leads reassigned. |
Agent Profile-Only Overview
The Agent Profile-Only role is a free BoomTown Agent user account with limited access. Agents marked Profile-Only will not count toward your company's maximum number of Active Agents.
CAN | CANNOT |
Be set to Show On-Site which displays the Agent on your website’s Agents page | Be placed in rotation to receive leads that register on your company website |
Have an Agent sub-domain website as a method to receive leads through the site. When a lead registers on the Agent’s website, the lead will automatically be assigned to that Agent, rather than the current Agent in rotation to receive leads | Receive transferred leads via Bulk Lead Transfer |
Manually add leads in Lead Central | Access the Auto-Import Leads tool |
Email individual leads and create/utilize Email Templates in BoomTown | Receive transferred leads from a Broker or Agent |
Categorize leads in Lead Central and access Lead Profiles | Create or use Smart-Drip Plans |
Tag and Segment leads | Access the Smart-Drip Sharing Library |
Use the Best-Fit Leads Feature in Lead Central | Be a Custom-Content Page Content Editor |
Utilize MojoDialer Integration | Be a Craigslist Poster |
Text Leads | Have an Administrator role & Capabilities |
Create e-Alerts | Access to the NOW Panel (Opportunity Wall) |
Set To-Dos | Create Text Templates |
Build Tracking Links | Utilize Targeted Bulk Emailing in Lead Central |
Access BoomTown Helpdesk Knowledge Base learning materials |
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Join the BoomTown Agent's Facebook Community |
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Request a bulk lead Import by completing our Pre-Import Questionnaire! |
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Create and Publish Blog Posts |
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Contact BoomTown Support regarding questions and concerns relevant to their individual account |
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Customize their Buyer Welcome Email |
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Have Leads assigned through My Listing, My Lead |
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Access the Listings Manager feature (includes Hot Sheet and My Listings) |
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