Push to External CRM System

Go to your Setting Page and scroll down to the Deals section.

Check off Allow Queued for External CRM.

Deals will export to Expert automatically after they’ve been submitted on a nightly basis. From there, follow your normal procedure for implementing your CRM.

You can review your External CRM deals in a Report called External CRM Queue.

To see this Report, click on Reports on the left-side menu bar > External CRM Queue.

This will show you the deals queued for external CRM Submission as well as the ones that have already been submitted.

• In order to push a deal that hasn’t been submitted you will need to fake a submission. You can do that by clicking the orange Submitted button (not the blue submit to lender button) in the Mortgage Request section. This orange button is only for CRM purposes so it’s not actually submitting the deal. Once you push this your status will change to Submitted.