You can import a .xlsx spreadsheet of your borrowers or of your business contacts by clicking the "..." button and then Import Contacts in the Con...

For importing business contacts, you will need to go to contacts, click on the three dots and choose the import option. There are a few points you need to t...

Leads can be imported in bulk up to 1,000 lead records at a time. This method is ideal for organizations or individual Loan Officers who need to migrate lar...

Our latest Broker Pro feature, added in our 7.2 release, is the ability to capture leads from the POS without the potential borrower needing to create an ac...