LionDesk is proud to provide a CRM solution that is designed for Loan Officers and mortgage representatives in the lending community.
How do I get the LionDesk for Loan Officers version?
To get the Loan Officer version of LionDesk, you must create your account through our dedicated web page: https://www.liondesk.com/loanofficers/
I already have an account. Can I switch to the loan officer version?
Unfortunately, LionDesk is not able to switch between the different account versions. However, you can modify LionDesk to reflect the LionDesk loan officer version. Below, you will see the differences between the accounts and how you can modify your account to reflect the LionDesk Lending version.
What is the difference with the LionDesk Lending version?
The design and functionality of the LionDesk Lending version will be the same. The difference between the accounts is the Marketing Drip Campaigns and the Transaction Types that are pre-loaded into the account. Below you will see what is pre-loaded into the LionDesk Lending version.
For Drip Campaigns, the Lending Version is pre-loaded with the following campaigns:
- LionDesk: New Purchase Campaigns
- LionDesk New Refi Lead
- LionDesk Post Direct Mail Follow Up
Note: These campaigns are available to download in our Published Campaign Library. You can search for "LionDesk Lender" and download the campaigns listed above. Click here to learn how to download campaigns from the Published Library.
For Transaction Types, the Lending Version will be pre-loaded with the following Transaction Types and Transaction Stages.
|Purchase||Refinance||Listing for Sale|
Note: You can modify the Transaction Types and Stages to reflect the Transaction Types above. Click here to learn how to modify a Transaction Type.
If at any point you get stuck, we're here to help via:
Phone 760-501-8582, Email firstname.lastname@example.org, and LiveChat Mon-Fri 7am - 5pm PT