Why do Client Notes say "Agents Needs Lender - Contact Agent First"?

Real estate agents can click an "Agent Needs Lender" button in their Opcity portal to request a lender introduction for their client. This will assign a Warm Connection to one of our lending partners.

This lead will appear in your Pipeline with a note: "Agent Needs Lender - Contact Agent First." In these cases, you should always reach out to the real estate agent first since they will know all of the details about the home buyer, their financing needs and timeline.

If the real estate agent has an affinity lender partner, the lead will be assigned to that lender provided the lender has available quota and is a market match.