Lender assignment in Follow Up Boss makes it easy for the chosen lender to add notes to the contact, track communication, and work the lead alongside the assigned agent.

Adding a Lender to Your Account

A lender is a "user" in your Follow Up Boss account. Add them under Admin > Team. 


Manual Lender Assignment

Agents can choose a lender using the, "Assigned Lender," dropbox. 


Automatic Lender Assignment

Admins can choose for lenders to be automatically assigned to incoming leads from any source using the Lead Flow screen.



  • Lenders can only see leads assigned to them.
  • You can add as many lenders as you would like, as long as you have open user seats on your plan.
  • Lenders cannot be billed directly. Follow Up Boss is only setup to bill the account owner so it's clear if you part ways who owns the account and leads.
  • It's not required for lenders to connect an email address. Some lenders choose to add notes to the contact, rather than track all back and forth email communication for security reasons.
  • Lenders can see and manage the lead just like the Agents. The difference is that Lenders can only text/call a lead if they have a Dialer in Follow Up Boss.
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