Adding a lender to your BoldTrail IDX website allows prospective buyers to easily access financing information, ask mortgage-related questions, and connect with a lending professional for pre-approval.
Dalton Wade's Support Team handles the lender setup for you. Simply submit the required information, and our team will assist with adding the lender to your website.
Email support@daltonwade.com with the following subject line:
Subject: Add Lender to [Your First and Last Name] BoldTrail Website
Example: Add Lender to Jane Smith BoldTrail Website
Please provide the following information about the lender:
Lender Name
Lender Title
Phone Number — Cell, office, or direct number
Email Address
Lending Company Name
Lender and Company License Numbers — As applicable
Lender Headshot — Attach a JPG or PNG image
Lender/Company Bio — Optional, but recommended
Company Website URL
Pre-Approval Link — Direct link to the lender's application or pre-approval page
Providing complete and accurate information helps prevent delays in processing your request.
Once your request is received:
The Dalton Wade Support Team will review the submitted information.
Our team will coordinate adding the lender to the Dalton Wade company account in BoldTrail.
Once the setup is complete, the lender's information will be available on your IDX website.
Website visitors will then be able to access the lender's contact information and available financing or pre-approval resources.
Confirm that the lender has authorized the use of their name, headshot, company information, and website links.
Ensure all lender licensing and contact information is accurate.
Any lender promotion must comply with applicable advertising requirements and mortgage referral regulations.
Adding a lender to your website does not require buyers to use that lender.
For questions about adding or updating a lender on your BoldTrail website, contact the Dalton Wade Support Team.