Note: Billing: If the Lender you’re adding will be contributing financially to your account, contact our Billing team before creating their account: billing@insiderealestate.com or (800) 656-1646 Ext 2. |
How to navigate to your Lender user list
To access your Lender list:
Open the left-hand navigation menu in BoomTown.
Click the Admin tab to expand it.
Select Users – Lenders.
Add a Lender
⚠ Important: Do not overwrite an existing Lender’s account to add a new Lender. Repurposing an existing account for a different person can cause issues with text messages and emails sent through BoomTown. Always create a brand-new Lender user using the steps below. |
To add a new Lender to your BoomTown account:
On the Users – Lenders page, click + "add a new lender partner" above your Lender list.
Fill out the required fields, marked with a red asterisk: Login/Email, User Role, First Name, and Last Name.
Optionally, fill out any additional fields. See Create New Lender page fields explained below.
At the bottom of the page, choose whether to send the Lender an activation email now or skip it.
Save your changes to create the account.
Create New Lender page: fields explained
Only fields marked with a red asterisk are required. Your Lender can complete the remaining fields from their profile page after activating their account.
Login Info
The Login/Email address determines:
How your Lender logs in to their BoomTown account.
Where your Lender receives BoomTown email notifications (new leads, info requests, etc.).
Where your Lender receives reply emails from leads.
Note: If your Lender already has a BoomTown account with another team, they will need to provide a different email address to use for their account under your team. |
User Role
Select the appropriate role for your Lender:
Lender — Standard access. The Lender can manage their own leads and profile.
Lender Admin — Elevated access. A Lender Admin can view and manage all leads belonging to all Lenders on your account. Use this role if your lending group has a team leader who needs visibility across the full Lender team.
You can adjust the User Role after the Lender is added.
Settings
The Settings section controls whether the Lender appears on your website and participates in lead rotation.
Show Lender on Website — Must be set to ON for the Lender to display on the Finance page.
Send Leads to this Lender — Must be set to ON for the Lender to receive leads through rotation.
Leads per Round — Sets how many leads the Lender receives per rotation cycle.
Note: To display a Lender on the Finance page without putting them in the lead rotation, turn both Show Lender on Website and Send Leads to this Lender ON, but set their Leads per Round to zero. |
If multiple Lenders are set to ON for both settings, the Finance page will rotate which Lender is displayed.
Company Name
Enter the name of the lending company your Lender works for. This displays in the right-hand sidebar of the Finance page for that Lender.
Contact Info
First Name and Last Name are required. All other contact details — phone number, address, title, license number, etc. — are optional and can be completed by the Lender from their profile page.
Note: The system requires at least one Lender user to be in the lead rotation at all times. If you don’t currently have a lending partner, create a placeholder account with a generic name such as “Preferred Lender” until a real Lender is onboarded. |
Lender CRM Integrations (Optional)
BoomTown supports two optional integrations for Lenders who use an external CRM:
Velocify — Enter the Campaign ID and Client ID provided by Velocify.
Movement Mortgage (Microsoft Dynamics) — Enter the Campaign ID and Client ID provided by Microsoft Dynamics. This option is for Movement Mortgage Lenders only.
Activation Email
At the bottom of the Create New Lender page, you can choose how to activate the account:
Send activation email now — BoomTown sends a Welcome Email to the Lender’s login address with a one-click link to activate their account and set their password. This is the recommended option.
Skip the activation email — Uncheck the Notify New Lender box. If you skip the email, the Lender will need to use the Forgot Your Password? link on the login page at leads.boomtownroi.com to access their account.
Frequently Asked Questions
Can I reuse an existing Lender account for a new Lender?
No. Overwriting an existing Lender’s account can cause issues with text messages and emails sent through BoomTown. Always create a new Lender account using the + Add New Lender button on the Users – Lenders page.
What happens after I save a new Lender account?
If the Notify New Lender box is checked, a Welcome Email is sent to the login address you entered. The email includes a one-click activation link and instructions for the Lender to access their account and complete their profile.
Do I need to fill out every field when adding a new Lender?
No. Only fields marked with a red asterisk are required: Login/Email, User Role, First Name, and Last Name. The Lender can complete the remaining fields from their profile page after activating.
What’s the difference between Lender and Lender Admin?
A standard Lender manages their own leads and profile. A Lender Admin has additional access to view and manage all leads belonging to all Lenders on the account — equivalent to a team lead role within the lending group.
How do I make a Lender appear on the Finance page?
In the Lender’s Settings, set both Show Lender on Website and Send Leads to this Lender to ON. If you want the Lender visible but not in the lead rotation, also set their Leads per Round to zero.
Can I change a Lender’s settings after creating their account?
Yes. All settings — including User Role, Finance page visibility, and lead rotation — can be updated at any time from the Lender’s profile on the Users – Lenders page.