Setup integrations

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Integrations

The Homeowner Portal can be integrated with your:

• Customer relationship management (CRM) system
• Product and pricing engine (PPE)
• Point-of-sale (POS) system
• Marketing automation platform

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How integrations benefit you

• Push homeowner updates/actions into your CRM
• Present current rate quotes within the portal
• Follow up with new leads via marketing automation
• Forward new leads to your point-of-sale

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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