Settings & Admin
By Jarrett1 author19 articles
- Account, security, and billingChange the email you sign in with, your email display name, and your password.
- Checklists and conditionsBuild checklist and condition templates, then add them to a mortgage file.
- Client journey and application linksSet the application link and the invite email clients get when you start a file.
- Client portal and homeowner resourcesChoose the tabs, colours, guides, and videos borrowers see in the client portal.
- Company and email brandingSet your company name, logo, colours, business hours, and campaign email branding.
- Compliance documents settingsHow to add, edit, reorder, and delete the compliance checklist that shows on every mortgage file.
- Custom fields, collaborators, and referralsAdd your own fields, share files with another brokerage, and share a referral form.
- Email signatures and client lettersAdd a sign-off to emails you write, and create signed PDF letters for a file.
- Integrations setupConnect your mailbox, calendar, meeting links, messaging, origination, or SMS.
- Pipeline stage configurationAdd, rename, reorder, hide, or delete pipeline stages, and create separate pipelines for different files.
- Profile and team visibilityEdit the broker profile clients see in their portal, including your photo, bio, links, and who can view it.
- Roles and permissionsSee what Admin, Team Member, and Mortgage Advisor can do, and which permission switches actually change access.
- Settings overview and searchSearch Settings to open the page for your account, team, branding, pipeline, documents, or integrations.
- Sidebar and display preferencesChoose your theme, sidebar, default views, mortgage file tabs, language, and who can use your inbox.
- Smart Docs, Vault, and Media LibrarySet document rules for the application, store shared logins in Vault, and save images for emails.
- Stage updates and partner updatesDecide when clients and realtors get an email after a file changes stage, and edit the message they receive.
- Team members and invitesInvite someone to your team, resend or cancel an invite, change their login email, or remove them.
- User roles and permissionsChange one teammate's role or permissions, copy another person's access, or set an assistant and team lead.
- Billing and subscriptionCheck what you pay, fix an out-of-sync seat count, update your card, or resubscribe.