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Preferences

PreviousEmail Sending Authentication and DMARCNextCall Me Feature

Last updated 2 months ago

In Lend you can create account preferences. In this preferences section, the following settings can be set-up to the users preferences accordingly.

  • I have lenders that I'd prefer my leads not to be sent to: In this section you can outline what lenders that you would never like any of your leads sent too.

  • I have lenders that I'd prefer to send my leads to before using Lend's recommended lender order: In this section you can create your hierarchy of lenders that you would like for your deals to be sent too if your send type is on Auto.

  • I already collect my clients bank statements via illion (so I have a brokerflow ID for my leads): By selecting this section, you will be able to enter the Document ID of the Illion statements into the Lead to populate the bank statements & Lend Analysis.

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