New Agent CRM Setup
When adding a new agent to the CRM, there are a couple key points to know. Keep in mind, only brokerage administrators have the ability to make these changes.
First, contact The Mortgage Map support team to purchase a ZOHO license for the new agent and to add them to the Mortgage Map borrower portal.
Once the process is complete, click on the gear icon in the top right hand corner of the navigation bar to access the Setup page. From there, click on Users, under the header Users and Control.
Once on the Users page, click on the New User tab in the middle of the page and input information as prompted.
Once a new agent is added, they will receive an email from The Mortgage Map to access their CRM account.
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