Your CRM needs to provide a posting email address to be added to your Opcity account. The Lender Introduction Email follows the industry standard Real Estate Lead Metadata Specification so all CRM or Lead and Transaction Management vendors that support this Specification should be able to process the ’Standard Fields’ below.
Follow Up Boss currently supports Opcity’s custom fields. If you would like your vendor to support the Custom Fields listed below, please share this documentation with them.
Contact us with the posting email address and we will add it to your account.
If you want to do this only for one loan officer's leads, you'll have to forward to the posting email instead.
The email you will need to forward is the "Lender Introduction Email." It is sent from "email@example.com" with the subject heading "Lender Introduction Email: CLIENT NAME". You can set up a rule in your inbox to forward a copy of this email to your posting email address. I recommend you just forward a copy to ensure you do not miss other communication from us, but it's possible if you forward based on the email address and the subject heading containing "Lender Introduction" only this email would be forwarded.
If your CRM can only provide a URL, you will need to use a 3rd party integration to translate between the two. Other lenders have been successful using Zapier.com's email parser: https://zapier.com/help/how-get-started-zapier-email-parser.
Keep in mind, this is a one-way integration. Please continue to update the status of your leads in Opcity so agents and brokers and you manager can see you are working the leads.
—— Standard Fields ——
lead_information_version = 1.0
lead_source = Opcity (for Opcity purchased leads) OR "[Source Type] via Opcity BLA" (for Broker purchased leads)
lead_type = [Client Type] - Can be Buyer/Seller, Buyer, Seller, Investor, or Lease/Other
lead_name = [Client's Full Name]
lead_email = [Client's Email]
lead_phone = [Client's Phone Number]
lead_property_address = [The Address of the property on the original lead inquiry]
lead_mls = [The MLS# of the property on the original lead inquiry]
lead_message = [Opcity Rep Assignment Note] - This will contain additional information that is gathered by the Opcity representative from the client about their home search
—— Opcity Custom Fields ——
lead_property_city = [The city of the property on the original lead inquiry]
lead_property_state = [The state of the property on the original lead inquiry]
lead_property_zip = [The zip code of the property on the original lead inquiry]
lead_max_price = [The max budget as identified by the client]
lead_primary_zip = [The primary zip code of the client’s home search as identified by the client] - This can be different from the zip code of the property of the original inquiry if the client gives our representative a different primary area that they are looking in.
lead_time_frame = [The buying/selling time frame as identified by the client]
lead_financing = [How the client plans to finance their purchase]
lead_assigned_agent = [The name of the agent the lead has been assigned to]
lead_assigned_agent_email = [The email of the agent that the lead has been assigned to]
lead_assigned_agent_phone = [The phone number of the agent that the lead has been assigned to]
lead_loan_officer = [The name of the loan officer that the lead has been assigned to]
lead_loan_officer_company = [The company of the loan officer that the lead has been assigned to]
lead_loan_officer_email = [The email of the loan officer that the lead has been assigned to]
lead_loan_officer_phone = [The phone of the loan officer that the lead has been assigned to]
lead_title_officer = [The name of the title officer that the lead has been assigned to]
lead_title_officer_company = [The company of the title officer that the lead has been assigned to]
lead_title_officer_email = [The email of the title officer that the lead has been assigned to]
lead_title_officer_phone = [The phone of the title officer that the lead has been assigned to]