How to add prefered lenders to my account?

Web:

1. Click 'Lenders' on the left side menu.

2. Click '+ Lender' button on the top left corner.

3. Enter the Lender's email registered with their Onsight Lead Gen account.

4. Enter notes about this lender for your private use.

5. Toggle on 'Active' to have the lender show on the lead form editor.

Mobile:

1. Click on the hamburger menu icon at the top left of your screen.

2. Find and click on the word 'Lenders',

3. Click on the green '+ Add New' button in the top right.

4. Fill out the registered lenders email, and add any notes you see fit.

5. Click the green 'Add Lender' button to save and add this new lender.