Deal Dashboard
Setup integrations
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
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
How to setup integrations
There are a few primary ways to integrate Homeowner Portal with external systems:
- Configure an API key in your user profile settings
- Configure token-based authentication with user credentials
- Configure a webhook to send data to an external system
- Use a third-party integration platform (Zapier, Workato, etc…)
For detailed integration instructions
See the following pages for details integration instructions:
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