Bulk Lead Transfer 9-4-18

We’ve added a new bulk action to our “Bulk Actions” menu to save your team lots of time.

Introducing Bulk Lead Transfer

Need to select a specific group of leads, and transfer them? Now you can! Simply create a segment in lead central, select the desired leads to be transferred, and use the bulk transfer feature under in the bulk actions drop down.  (Please note bulk lead transfer is available only to broker admin users!)

Upon clicking bulk transfer the system will ask you to first select agent or lender for the transfer, then set your preferred settings for the transfer.