CRM
Configure how client communication, notes, and activity are captured and managed.
Campaigns
Configure the campaigns your organisation will use and how they should be sent to your clients.
Lead Assignment
Assign Leads Based on Adviser Capacity
This will allow new leads to automatically proceed to document upload and create a LendWell account after completing the lead generation form on your website.
Lead Reassignment
Select any Circumstances When Leads Should be Reassigned
This will allow new leads to automatically proceed to document upload and create a LendWell account after completing the lead generation form on your website.
Maximum Mortgage Amount for Associate Advisers
This will allow new leads to automatically proceed to document upload and create a LendWell account after completing the lead generation form on your website.