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FAQ
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Frequently Asked Questions
62 86 Getting started  Go to last postGo to first unread
by sliston
6/6/2017 6:01:44 AM(UTC)
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Watch training videos to learn more about Cimmaron and find answers to your tech support questions
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New Posts
Covers common questions and issues related to installing your Cimmaron application
30 30 Reset your Password  Go to last postGo to first unread
by sliston
6/4/2019 7:34:45 PM(UTC)
New Posts
Broadcast management, template selection, result management and recurrence
7 7 Video - Send an E-Mail Out for Multiple Users...  Go to last postGo to first unread
by Cimmaron
6/11/2017 4:39:41 PM(UTC)
New Posts
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Campaign management, activities, dependent activities, templates and assignment
14 14 Assign a Cimmaron Marketing Campaign to a...  Go to last postGo to first unread
by sliston
4/30/2019 2:11:54 PM(UTC)
New Posts
Activate and manage the Client Web Portal
1 1 Client Web Portal Basic Registration Link  Go to last postGo to first unread
by Cimmaron
7/6/2011 4:32:34 AM(UTC)
New Posts
 (1 Viewing)
Contact Chat (Two-Way Texting)
6 6 Add Chat Messages to Drip Campaigns  Go to last postGo to first unread
by sliston
2/19/2019 2:32:25 PM(UTC)
New Posts
 (1 Viewing)
Finder tutorials, contact email & phone management
78 79 Activity Cards (Web)  Go to last postGo to first unread
by sliston
3/24/2020 3:33:36 PM(UTC)
New Posts
Create, edit, and access dashboards
4 4 Video - Dashboard Access Configuration  Go to last postGo to first unread
by Cimmaron
5/7/2017 9:54:08 AM(UTC)
New Posts
Data & Lead Import tutorials and documentation
24 24 Transfer a File to Cimmaron via a Support...  Go to last postGo to first unread
by sliston
2/26/2019 2:05:11 PM(UTC)
New Posts
Add, remove templates, update logos. Edit Word and HTML templates.
26 26 TLS EMail Support  Go to last postGo to first unread
by Cimmaron
10/27/2017 12:42:48 PM(UTC)
New Posts
How to import, export, and synchronize loan data between Cimmaron and your Loan Origination Software
13 13 Video - Export to Calyx®  Go to last postGo to first unread
by Cimmaron
10/5/2014 6:54:44 PM(UTC)
New Posts
Cimmaron marketing campaigns and templates
7 7 Preview Cimmaron Drip Marketing Campaigns  Go to last postGo to first unread
by sliston
6/4/2019 8:06:07 PM(UTC)
New Posts
Setup and maintain Cimmaron integration witih Microsoft Exchange
11 11 Using Microsoft Office 365 with the Exchange...  Go to last postGo to first unread
by Cimmaron
11/17/2015 12:41:12 PM(UTC)
New Posts
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User guide for the Mobile Mortgage Manager app
17 17 Mortgage Manager Mobile App - Chat...  Go to last postGo to first unread
by sliston
11/27/2018 12:22:33 PM(UTC)
New Posts
Client user guide for My Loan Center
6 6 Loan Center Screen  Go to last postGo to first unread
by Cimmaron
12/28/2015 6:19:12 PM(UTC)
New Posts
Provide access and manage contacts for the My Loan Center phone app
1 1 Manage Contact Access  Go to last postGo to first unread
by sliston
4/4/2016 9:00:36 AM(UTC)
New Posts
Cimmaron monthly client and referral partner newsletters
2 2 Using Role Manager to Include Users' Contacts...  Go to last postGo to first unread
by sliston
2/14/2019 2:09:51 PM(UTC)
New Posts
How to maintain and market to your referral partners
7 7 Add a Referral Partner from within a Contact...  Go to last postGo to first unread
by sliston
9/2/2019 4:29:16 PM(UTC)
New Posts
Create, edit, and access reports
3 3 Video - Add a Report  Go to last postGo to first unread
by Cimmaron
5/14/2017 10:58:53 AM(UTC)
New Posts
User Chat
2 2 Using System User Chat  Go to last postGo to first unread
by sliston
8/22/2018 7:48:25 PM(UTC)
New Posts
Create and Maintain User Profiles
19 19 Account Locked Setting  Go to last postGo to first unread
by sliston
12/27/2018 11:18:36 AM(UTC)
New Posts
Video Email Marketing
4 4 Create a Reusable Video  Go to last postGo to first unread
by sliston
9/5/2018 10:15:40 AM(UTC)
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