Setup integrations

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Integrations

The Deal Dashboard can be integrated with your:

• Customer relationship management (CRM) system
• Loan origination system (LOS)
• Point-of-sale (POS) system
• Marketing automation platform

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How integrations benefit you

• Push loan status updates to real estate agent partners and borrowers
• Send emails to borrowers and real estate agents with marketing automation platform
• Create a Deal Dashboard automatically when a new loan is created in your LOS
• Create a Deal Dashboard automatically when a new application is created in your POS
• Update CRM with borrower updates/actions

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How to setup integrations

There are a few primary ways to integrate Homeowner Portal with external systems:

1. Configure an API key in your user profile settings
2. Configure token-based authentication with user credentials
3. Configure a webhook to send data to an external system
4. Use a third-party integration platform (Zapier, Workato, etc…)

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For detailed integration instructions

See the following pages for details integration instructions:

• CRM Integrations
• Product & Pricing Engine Integrations
• Loan Origination System Integrations
• Point-of-Sale System Integrations