BoomTown

A step-by-step guide for Broker/Admin users to add a new Agent user to BoomTown, including login info, website URL, MLS ID, and activation options.

How to add a new Agent user to BoomTown (Broker/Admin)

[Admins] Bulk Lead Transfer Overview

[Admins] Forced Registration Prompts

[Admins] Auto-Assign Lenders

[Admins] Editing Lead Rotation Settings

[Admins] How to Enable or Disable Targeted Bulk Texting

A guide for Broker/Admin users to edit an Agent's profile, including login email, website URL, photo, MLS ID, lead rotation, and user permissions.

How to edit an Agent's profile in BoomTown (Broker/Admin)

[Admins] Lead Assignment Overview

[Admins] Editing Users Who Show on Site

[Admins] Lead Matching

[Admins] Onboarding New Agents

[Admins] How to View Agent Messages

[Admins] Admin Profile Overview

Learn how to customize your BoomTown website, including background images, menus, plugins, widgets, and more.

[Admins] Your Admin Website Overview

[Admins] My Deals

[Admins] Text Templates Overview

[Admin] My Listings

[Admin] My Listing, My Lead

[Admins] Transferring Leads with Rematching

[Admins] Transfer Leads

[Admin] Site Editor

[Admin] Auto-Import Leads - Lead Rotation

Lead Central - Bulk Import Leads (Broker/Admin)

The Auto-Transfer on Reinquiry feature is designed to ensure leads who raise their hand to speak with an agent aren’t left waiting!

Auto-Transfer on Reinquiry

[Admins] Enabling Google Analytics On Your Website

Guide to the five BoomTown user roles, their permissions, how to manage Agent users, and which role to assign when adding new users.

Admins: User Roles in BoomTown

Guide to Network Admin and Linked Accounts for Advance clients, including how Network Admin differs from Broker/Admin.

Network Admin and Linked Accounts: A Guide for Advance Platform Clients

A guide for Broker/Admin users to edit a Lender's profile, including login info, settings, profile photo, company logo, and CRM integrations.

How to edit a Lender's profile in BoomTown (Broker/Admin)

How to properly delete an Agent user from your platform, including the tag-and-reassign workaround for seat-limited platforms.

Deleting Agents (Broker/Admin)

As a Broker/Admin, you can add, update, and remove Lender accounts directly from your BoomTown account. This article covers how to navigate to the right page, complete the required fields,…

[Admins] How to Add Lenders

Admin-only guide to viewing opportunities by Agent, understanding the badge counter, and configuring the Price Reduction threshold.

[Admins] NOW Panel Overview

Find help articles and videos for Admins here!

BoomTown Admins

Training

Community

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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