Once completed, we will create a personalized account for you based on the information you give us below.

Let's Get You All Set Up

Fill out the onboarding wizard below!

Once completed, we will create a CRM account for you based on the information you've given us below and login info will be sent to your provided email.

This process usually takes about 15-20 minutes so please dedicate the allotted time needed to fill this out properly. THANK YOU!

What's your name?

What's the best email to reach you at?

And what about the best number to reach you at?

User agrees to receive both texting and calling marketing communications from the business. These may be automated, pre-recorded, or use an AI voice. Reply STOP to discontinue future messages.

What company are you with?

What is your NMLS ID?

For CRM account setup purposes, what's the business' physical address? (Please include street address, city, state, and zip code.)

When's your birthday (we like to celebrate)?

Please enter your assistants email address that you would like to be copied on every email.

IF you do not have an assistant please click "NEXT"

To rank you in your local area with AI, can you please list out 3-5 cities you would like to rank when someone searches for a preferred Loan Officer in your area?

Before moving to the next step can you forward your email signature to [email protected]?

Can you upload your company logo? (Click next if not ready)

Company Logos

Can you upload your professional headshot? (Click next if not ready)

Can you upload your realtor partner list here?

Realtor Partner List

Can you upload your past client list here?

Can you upload your leads list here? This would be someone that isn't funded or a Realtor. (Click next if not ready)

Do you have a Google Business Profile?

Note: Previously known as Google My Business, where you get your Google Reviews

Select Here

Please follow the steps on how to setup a Google Business Profile.

How to create a Google Business Profile.

Go to your Business Profile.

Business Name

I recommend your Full Name Loan Officer or your Full Name Mortgage

Business Category

Mortgage Lender

Answer the rest of the questions

Can you grant your Google Business Profile access to [email protected]?

How to Grant Google Business Profile Access to [email protected]

Go to your Business Profile.
Select More Business Profile settings People and access.
At the top left, select Add .
Enter [email protected]
Under “Access,” select Manager.
Select Invite.

Do you have a YouTube Channel?

Please follow the steps on how to setup a YouTube Channel.

How to Create YouTube Channel:

Step 1: Sign in to YouTube on a computer.

Step 2: Click your profile picture Settings

Step 3:Click Add or manage your channel(s).

Step 4: Click Create a channel .

Step 5: You’ll be asked to create a channel.

Can you grant your YouTube Channel access to [email protected]?

How to grant [email protected] access to your YouTube Channel
Step 1: Go to https://studio.youtube.com/
Step 2: Click Settings - Permissions Invite
Step 3: Add the email [email protected] - Manager Access - Done

What Loan Origination Software do you use? Example: Arive, Encompass, LendingPad, etc.

Do you have a personal website? (company websites with your profile picture and information won't work)

What is the website URL? Example: devengillen.com

Click next if you don't have a personal website.

Where is your site hosted? (The place that keeps your site up and active online)

Click next if you don't have a personal website.

Can you grant domain access to [email protected] or enter your username and password?

Click submit if you don't have a personal website.