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Frequently Asked Questions
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65
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92
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I get this message when I try to save:...
 
by Cimmaron
11/17/2020 4:22:43 PM(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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Covers common questions and issues related to installing your Cimmaron application
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30
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30
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Reset your Password
by sliston
6/4/2019 7:34:45 PM(UTC)
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Broadcast management, template selection, result management and recurrence
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7
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7
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Video - Send an E-Mail Out for Multiple Users...
by Cimmaron
6/11/2017 4:39:41 PM(UTC)
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Campaign management, activities, dependent activities, templates and assignment
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14
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14
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Assign a Cimmaron Marketing Campaign to a...
by sliston
4/30/2019 2:11:54 PM(UTC)
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Activate and manage the Client Web Portal
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1
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1
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Client Web Portal Basic Registration Link
by Cimmaron
7/6/2011 4:32:34 AM(UTC)
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Contact Chat (Two-Way Texting)
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6
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6
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Add Chat Messages to Drip Campaigns
by sliston
2/19/2019 2:32:25 PM(UTC)
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Finder tutorials, contact email & phone management
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78
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79
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Activity Cards (Web)
by sliston
3/24/2020 3:33:36 PM(UTC)
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Create, edit, and access dashboards
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4
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4
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Video - Dashboard Access Configuration
by Cimmaron
5/7/2017 9:54:08 AM(UTC)
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Data & Lead Import tutorials and documentation
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25
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25
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How to post a lead to Cimmaron
by Cimmaron
8/17/2020 11:01:07 AM(UTC)
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Add, remove templates, update logos. Edit Word and HTML templates.
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26
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26
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TLS EMail Support
by Cimmaron
10/27/2017 12:42:48 PM(UTC)
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How to import, export, and synchronize loan data between Cimmaron and your Loan Origination Software
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13
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13
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Video - Export to Calyx®
by Cimmaron
10/5/2014 6:54:44 PM(UTC)
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Cimmaron marketing campaigns and templates
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7
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7
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Preview Cimmaron Drip Marketing Campaigns
by sliston
6/4/2019 8:06:07 PM(UTC)
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Setup and maintain Cimmaron integration witih Microsoft Exchange
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11
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11
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Using Microsoft Office 365 with the Exchange...
by Cimmaron
11/17/2015 12:41:12 PM(UTC)
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User guide for the Mobile Mortgage Manager app
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17
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17
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Mortgage Manager Mobile App - Chat...
by sliston
11/27/2018 12:22:33 PM(UTC)
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Client user guide for My Loan Center
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6
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6
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Loan Center Screen
by Cimmaron
12/28/2015 6:19:12 PM(UTC)
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Provide access and manage contacts for the My Loan Center phone app
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1
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1
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Manage Contact Access
by sliston
4/4/2016 9:00:36 AM(UTC)
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Cimmaron monthly client and referral partner newsletters
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2
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2
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Using Role Manager to Include Users' Contacts...
by sliston
2/14/2019 2:09:51 PM(UTC)
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How to maintain and market to your referral partners
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8
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8
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Referral Partner Automated Pipeline Report
by Cimmaron
11/2/2020 11:14:47 AM(UTC)
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Create, edit, and access reports
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3
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3
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Video - Add a Report
by Cimmaron
5/14/2017 10:58:53 AM(UTC)
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User Chat
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2
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2
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Using System User Chat
by sliston
8/22/2018 7:48:25 PM(UTC)
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Create and Maintain User Profiles
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19
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19
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Account Locked Setting
by sliston
12/27/2018 11:18:36 AM(UTC)
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Video Email Marketing
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4
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4
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Create a Reusable Video
by sliston
9/5/2018 10:15:40 AM(UTC)
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