Referrals · 58-second walkthrough
How to Manage Lender Assignments and Real Estate Partner Referrals
Keep internal lender assignments and connected partner referrals organized from a contact’s record.
Video not loading? Open the video player.
Watch on YouTubeHow it works in LeadBolt
- 1
Open Add or Assign a Lender from the contact record.
- 2
Choose a team lender and select Assign Lender; review the Team Lender label on the contact.
- 3
For an external mortgage referral, connect the lender workspace in Settings → Integrations → Workspace Partners.
Video transcript
Keep lender assignments and partner referrals organized from the contact record. Open Add or Assign a Lender. Team lenders and connected mortgage workspaces are grouped separately. Choose a team lender, then select Assign Lender. The lender now appears in the contact record, clearly labeled Team Lender. Reopen the dialog and the lender is marked Assigned, preventing a duplicate assignment. For an external mortgage referral, first connect the lender workspace in Settings, Integrations, Workspace Partners. Use Refer to Partner for connected real estate or investor workspaces. Only eligible connections appear here.
Explore more ways to use LeadBolt
Put LeadBolt to work for your team
Start your free trial and bring your real estate lead follow-up into one workspace.
14-day free trial · Card required · No charge today