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⚠️ Before Reaching Out for Help

Before asking for support, please make sure you have:
✔ Watched the full training videos
✔ Completed your setup
✔ Checked this FAQ sections

This system is designed to be simple and duplicatable.

The more you take ownership, the faster you’ll win.

🚀 Getting Started

Where do I start once I get access to the CRM?

Start by watching the onboarding videos in order from top to bottom. Then log in and complete your setup checklist which includes your profile, calendar, and pipeline. Do not skip steps or you’ll create problems later.

How long does it take to fully set up my account?

Most agents can get fully set up within 30–45 minutes if they follow the videos step by step.

Do I need prior CRM experience to use this?

No. Everything is designed for beginners. If you can follow instructions and take action, you’ll be fine.

Setting Up CRM & Purchasing Your Phone Number

SPAM Free Caller Registry

👉 CLICK HERE 👈

Import Leads Into CRM

ADD Leads to Auto Dialer

CRM Setup & Configuration

How do I connect my calendar for appointments?

Go to your calendar settings and connect your Google Calendar. Make sure your availability is set correctly or you won’t receive bookings.

Why am I not receiving booked appointments?

This is usually caused by one of three things:

1. Calendar not connected

2. Availability not set

3. Notifications not turned on

How do I set up my pipeline correctly?

Your pipeline is already pre-built. Your job is to call your leads after importing them.

🤖 Automations & Workflows

What are automations and do I need to touch them?

Automations are pre-built follow-up systems that work in the background. You do not need to do anything.

Why did a lead get moved automatically?

That means a workflow triggered based on their action such as booking, responding, or not responding.

Can I turn off automations?

No. These are designed to help you close more deals. Turning them off will hurt your results.

📩 Messaging & Notifications

Why are my texts or emails not sending?

Check that your phone number and email are properly connected and verified inside the CRM.

How do I respond to incoming messages?

Go to Conversations inside the CRM and reply directly there. Everything is tracked in one place.

🧠 Expectations & Mindset

Will this system work for me?

Yes, if you work it. The CRM is just a tool. Your results come from your effort and consistency.

What’s the biggest mistake new agents make?

Overthinking and not taking action. Follow the system and execute daily.

Register For Weekly Live Calls

Real Talk Lenders-To-Lenders Session

Tuesday 10am PST / 1pm EST

Peak Performers Session With Preston

Wednesday 1pm PST / 4pm EST

Ninjas Session

With McBilly

Thursday 1pm PST / 4pm EST

Beyond the App With Jackie Dunlap

Friday 10am PST / 1pm EST

6 Daily Activities For Success:

1. Task List Review

Take note of any tasks that were not completed the day before. Create a daily to-do list and determine which tasks are the most time-sensitive. Any issues with a file that require help from underwriters or processing should be addressed asap and not left until the end of day.