How to Invite a Lender

Introduction

Chime allows for real estate agents and teams to partner with mortgage lenders for a seamless process in providing leads with home-buying and loan resources all at once. The lender access is slightly limited because it does not use the established seat limit available with a purchased package. Lenders/Agents will have access to add notes, @tag, and collaborate with other Chime Users within their team. Lenders do not have the ability to add additional contact information, delete the lead, etc.

*Only the Team Owner/Admin can add lender access.

Lender Types

When inviting a lender there are two types of lender access to choose from:

• Cost Sharing Plan. With this option, you can split the cost of the Chime CRM and/or Chime lead generation campaigns. You can only select one lender to split 50/50 with. Leads brought in via a lead generation campaign that is being cost-shared will be sent to the lender automatically.
• Flex Plan. There is no limit to the number of lenders that can be added under this option. You can choose to route leads to certain lenders via lead routing rules or manually assign them.

Inviting a Cost Sharing Lender

To invite a cost sharing lender, sign into your Chime CRM and follow the steps outlined below:

1. Go to Settings

2. Click on Invite Now in that section

3. The following window will then appear. You can add the lender’s information and select the portion(s) of Chime that you would like to share the cost on.

4. Click Save and an invitation will be emailed to the lender.
5. After the lender clicks Accept in the invitation email then they will be directed to the Chime homepage.

5. Here the lender can set the password for their Chime account.

6. After the lender sets the password for their Chime account then they will be directed to the Chime webpage where they should then log in.

7. After logging in, the lender will be directed to a payment page that looks like this:

8. Once the lender has submitted their credit card information successfully, their status will be set as Active in your CRM.

9. To change the lender's information, click the Edit icon.

10. You can change the lender’s first and last name, phone number, and package sharing costs in the Edit Lender Information

11. Click Save.

Chime Paid Leads + Lender Lead Routing

If a lender is set up on a cost-sharing relationship with the agent, specifically for lead generation purposes, they will automatically have the leads assigned to them without having to set up lead routing rules manually. The lender must be sharing buyer/seller lead generation in order for the automatic assignment to happen. If they are only sharing the cost of the CRM, leads will not be sent to that lender automatically. See Lender Lead Routing Rules for more information regarding lead routing.

Inviting Flex Plan Lenders

1. In the Flex Plan section click Invite Now.

2. The following window will appear. Here you can add the lender’s information and choose to send leads to the lender automatically.

3. Click Save and an invitation will be emailed to the lender.

4. After the lender clicks Accept they will be directed to the Chime homepage.

5. Here the lender can set the password for their Chime account.

6. After the lender has set the password for their Chime account then they will be directed to the Chime webpage to log in to their new account.

7. Once the lender has logged into the Chime CRM, their lender status will be set as "Active"

8. To change the lender information, click the Edit icon.

9. You can change the lender’s first and last name, phone number, and toggle their status from the Send Leads box in the Edit Lender Information

10. Click Save.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@chimeinc.com> or by phone at 1 (855) 981-7557.