Overview
As a Broker/Admin user, you can edit and update your Lender users' profiles from the Users - Lenders page. This article covers how to access a Lender's profile and explains each section you can update, including login info, settings, integrations, and company branding.
Lenders can also edit most of their profile information themselves from their My Profile page. Administrative settings — like user role, lead rotation, and restricted lender status — can only be edited by a Broker/Admin.
How to open a Lender's profile
Open the left-hand navigation menu in BoomTown.
Click the Admin tab to expand it.
Select Users - Lenders.
Click the name of the Lender whose profile you want to edit.
You'll land on the Lender's individual profile page.
Note: After making any changes, click the Update Lender button at the bottom of the page to save. Changes are not saved automatically.
Lender profile sections explained
The Lender profile page is divided into the following sections:
Login Info
The Login Email is the Lender's log-in address for BoomTown and the address that receives all BoomTown-related emails.
To edit the email address: Click in the text box, make your changes, and click Update Login Email.
To reset the Lender's password: Click Reset Password. A temporary, randomly generated password is sent to the Lender's login email address.
Settings
Account-level settings for the Lender:
User Role — Most Lenders only need to be set to Lender. If a Lender needs to manage all Lenders and Lender leads on your platform, set them to Lender Admin.
Restricted Lender — Locks the Lender out of their account.
Show Lender on Website — Makes the Lender appear on your Finance page (if they are also in lead rotation).
Send Leads to this Lender — Puts the Lender in lead rotation.
Leads per Round — How many leads the Lender receives compared to other Lenders in rotation.
Last Lead Date — The date of the last lead assigned to the Lender through lead rotation.
Company Logo
Upload the logo your Lender wants to display on your website.
Logo requirements:
File format: JPEG (.jpg or .jpeg)
Dimensions: 170 × 175 pixels
Change Photo
Add or update the Lender's profile photo.
Photo requirements:
File format: JPEG (.jpg or .jpeg)
Dimensions: 120 × 150 pixels
Lender Info
Update the Lender's contact information in these fields.
Lender Integration
Optional integrations are available for Lenders who use external CRMs:
Velocify Integration — For Lenders who use Velocify as their external CRM. To integrate, enter both the Campaign ID and Client ID provided by Velocify.
Movement (Dynamics) Integration — For Movement Mortgage Lenders who use Microsoft Dynamics as their external CRM. To integrate, enter both the Campaign ID and Client ID provided by Microsoft Dynamics.
Notify New Lender
To resend the welcome email that instructs the Lender on how to access BoomTown, check the Notify New Lender box and click Update Lender at the bottom of the page.
Integrated Email
Update the Lender's email signature. Check the box to attach the signature to all outgoing BoomTown emails by default.
Frequently asked questions
Where do I go to edit a Lender's profile? In the left-hand navigation, click Admin, then select Users - Lenders. Click the Lender's name to open their profile page.
How do I reset a Lender's password? Open the Lender's profile and click Reset Password in the Login Info section. A temporary, randomly generated password will be sent to the Lender's login email address.
Can Lenders edit their own profile information? Yes. Lenders can update most of their profile from their My Profile page. Administrative settings — like user role, lead rotation, and restricted lender status — can only be changed by a Broker/Admin.
How do I resend the welcome email to a Lender? Open the Lender's profile, go to the Notify New Lender section, check the box, and click Update Lender at the bottom of the page.
What's the difference between Lender and Lender Admin roles? A standard Lender manages their own leads and profile. A Lender Admin has additional access to manage all Lenders and Lender leads across your BoomTown platform.
How do I remove a Lender from lead rotation? Open the Lender's profile, go to the Settings section, uncheck Send Leads to this Lender, and click Update Lender.
What CRM integrations are available for Lenders in BoomTown? BoomTown supports two optional Lender CRM integrations: Velocify and Movement (Microsoft Dynamics). Each integration requires a Campaign ID and Client ID provided by the CRM. Both are configured from the Lender Integration section of the Lender's profile.