Can Lenders be automatically assigned to auto-import Leads?
No. Auto-import Leads will never have a Lender automatically assigned to them. This is by design.
When a Lead originates from a third-party website, BoomTown does not automatically assign a Lender because each third-party source has its own varying policies and regulations around Lender assignment. To protect compliance with those external policies, automatic Lender assignment is restricted to Leads who register directly on your BoomTown website.
Can I bulk-add Lenders to auto-import Leads?
No. Auto-import Leads — or any Leads with no assigned Lender — cannot have Lenders added through bulk actions. Bulk Lender assignment is not supported for these Lead types.
How do I assign a Lender to an auto-import Lead?
To assign a Lender to an auto-import Lead, you must do so manually and individually on a Lead-by-Lead basis. To assign a Lender to an auto-import Lead:
Navigate to the individual Lead's profile.
Locate the Lender assignment field.
Search for and select the appropriate Lender.
Save your changes.
Repeat this process for each auto-import Lead that requires a Lender assignment.
Why am I seeing errors when trying to connect to Zapier as a Lender?
If you are a Lender and are experiencing errors when attempting to connect to Zapier, this is expected behavior. The Zapier API is not currently available to Lenders.
At this time, Zapier integration is only supported for non-Lender user types within BoomTown. Lenders attempting to connect will encounter errors regardless of the steps taken, as the connection is not supported at the account level.
Note: If your workflow requires access to exported data, you have the following options:
Request export permissions from a Broker/Admin, which would allow you to run exports yourself.
Request a data export directly from a Broker/Admin on an as-needed basis.
Please be aware that neither option is automated — exports must be manually requested each time you need new data.