With your Zenlist agent account, you can add up to 5 trusted lenders who will be displayed in the mortgage/finance section of the client app. Clients can seamlessly connect with your lenders via your introduction, or by clicking "Request Consultation" from within their client profile. Once connected, Lenders will see these clients as "prospects" and can interact with them via their Zenlist lender account!

To sign up for Zenlist, a lender must be invited by an agent. If the lender has not been invited by an agent before, the agent will send them a link to the form to fill out their information - once this form is completed, the agent will be able to invite them via the "My Trusted Lenders" section of their account.

To start adding a lender to your Zenlist account, navigate to the My Trusted Lenders section of your account settings. Within this section, you will see the option to "Add Lender" at the bottom:

Search for your partner lender's name. If their name appears in the results, they are already in our database and can be invited to connect with you:

If their name does not appear in the results, they are not in our database yet and will need to be added. To do this, copy the link within this box, and send it to your partner lender via text or email:

Once that form is completed, they will be added to our database. After that is done, you can search for their name, and they'll appear in the results!

Agents can add up to 5 Trusted Lenders, and a lender can be connected with as many agents as they'd like.