Add a Preferred Lender to a Brivity Website
  • 09 Aug 2022
  • 1 Minute to read
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Add a Preferred Lender to a Brivity Website

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By adding a Lender to your website, leads are sent to lenders (in addition to being distributed to your agents) when people request to prequalify on any Property Page. The lender will get notifications of pre-qualification requests with all the contact information, and they will be able to nurture the lead collaboratively with the Primary Agent.

Add a Lender to Your Brivity Website

Step 1: Brivity Website Builder Login

Log into the Brivity Website Builder here.

Web Builder Access

Only the Account Owner has access to the Web Builder.

Step 2: Roster Tab

Click the 'Roster' tab in the top menu.

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Step 3: Add Lender

To add a Preferred Lender (who is not in your CRM), click on 'Preferred Lender', then fill out the information.

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NOTE:

The field to add a photo will only appear after you enter and save all of the contact information.

Are They a CRM User?

Only add a Lender if they will not be a user in your CRM.

If this Lender will be a user in your CRM, add them here first, and the user will dynamically show in this area if you haven't made any manual updates to your website's 'Roster' page.

Step 4: Verify Website Display

Once added, your Preferred Lender will display next to the Mortgage Rate information on Proprty Detail pages on your website.

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