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This guide walks you through updating the custom value that controls which email address receives notifications when a new Funding Machine lead comes in.

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Step 1: Navigate to Custom Values in Settings

Go to Settings and click on Custom Values in the left sidebar. Navigate to Custom Values in settings

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Step 2: Select the Folders Tab

Click the Folders tab to browse custom values by folder. Select the Folders tab

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Step 3: Open the Funding Machine Base Variables Folder

Click “2. Funding Machine Base Variables - v1” to open the folder. Click Funding Machine Base Variables folder

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Step 4: Search for the Custom Value

Type “new fm lead” in the Search values field to find the relevant custom value. Search for new fm lead

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Step 5: Open the Options Menu

Click the more options menu icon (⋮) next to the custom value. Click the more options menu icon

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Step 6: Click Edit

Select Edit from the dropdown menu. Click Edit

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Step 7: Enter the New Email Address

Type the new email address into the Value field. Enter the new email address

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Step 8: Save Your Changes

Click Update to save the new email address. Click Update to save
Your new lead notification email has been updated. Going forward, all new FM lead notifications will be sent to the email address you entered.

New Lead workflow action

Swap the Custom Webhook step in your new-lead workflow for the Funding Machine ‘Create Funding Machine Applicant’ action. Same intake, same credit-report behavior, no URL or secret to maintain.

Notifications

Set client message rules, review pending messages, and manage team alerts.

Embed the funding form

Grab the embed code for your Apply for Funding form in LeadBuilt and paste it onto any website so visitors can apply directly from your site.