User Documents

Lead Posting

Post your leads to your favorite CRM.

Supported CRMs

Leands360/Velocifywww.velocify.com
LeadMailBoxwww.leadmailbox.com
LoanTekwww.loantek.com

Add LendingQB Account ID

You will need to have your LendingQB branch master account ID in order to activate the integration.

Add your account ID:

  1. Go to Settings -> Lead Posting.
  2. Paste or type in your account ID in the field under Lending QB Branch Configuration.
  3. Click "Save LQB ID".

Add CRM Lead Posting URL

You will need the posting URL from your CRM in order for your leads to post.

Add a lead posting URL:

  1. Go to Settings -> Lead Posting.
  2. Paste your lead posting URL in the corresponding field under Lead Posting.
  3. Click "Save Changes".