How to connect and push Real Estate Agents to your Loan Officer CRM account
💡 You must have an existing Loan Officer CRM account in order to use the Loan Officer CRM integration.
What's in this article
1. Connecting your Loan Officer CRM account to Model Match
2. Send contacts to Loan Officer CRM from Market Insights
3. Sending contacts to Loan Officer CRM from Pipelines
Connecting your Loan Officer CRM account to Model Match
💡 Your unique Webhook URL will be added to your account when your Model Match account is created. It is more than likely that you will not need to make any changes to your Webhook URL.
If changes to your Webhook URL are needed, proceed to follow the steps in this section.
1. Login to your Model Match account and select the "Settings" icon from the navigation menu and then click "Integrations"
2. Enter your Webhook URL into the "Webhook URL" field that is located on the Loan Officer CRM tab. Your changes are automatically saved!
Send contacts to Loan Officer CRM from Market Insights
1. Run a search in Market Insights so that you have results showing. With results showing, use the select options to select specific Real Estate Agents, or many Real Estate Agents.
💡 Currently, you can only push Real Estate Agents to Loan Officer CRM. Stay tuned for the ability to send Loan Officers!
2. Click "Add to Pipeline" that appears on the action bar.
3. We will first add the selected Real Estate Agents to a Pipeline. This ensures that we are saving our Real Estate Agents to a list that we can access in the future if needed. Once added, we will click the "Push contacts to LO CRM" button.
💡 While smaller groups of contacts will be added to your Loan Officer CRM account quickly, larger groups of contacts may take longer to process. You can safely navigate away from this page while we continue to process the push.
💡You can push up to 1000 Real Estate Agents to Loan Officer CRM at a time. If your search results contain more than 1000 Real Estate Agents, push the first group of 1000, and then click "Select 1000" from the bulk selection menu to grab the next available 1000.
Sending contacts to Loan Officer CRM from Pipelines
1. From a list of Real Estate Agents in a Pipeline, use the check boxes to select individual agents, or the checkbox at the top of the contact list to select an entire page of Real Estate Agent contact records.
2. With your Real Estate Agents now selected, click "Send to" on the action bar at the bottom of the table and click "Loan Officer CRM"
💡 You can select multiple pages of contacts by selecting an entire page, navigating to the next page and clicking the checkbox at the top of the list once again.
💡 You can push up to 1000 contacts from a Pipeline to Loan Officer CRM at one time. There is no daily, weekly, or monthly limit to the amount of contacts that you can push.