Welcome. Login. New Registrations are disabled.



Go to last post Go to first unread
#1 Posted : Tuesday, May 30, 2017 6:04:47 AM(UTC)
Rank: Advanced Member

Posts: 97

Getting Started Guide

By using this Getting Started Guide, you will gain a good grasp of some of the important features and settings you need to use Mortgage Manager efficiently and maximize your productivity.

Some of the resources available to you include:
Additionally, the Support Ticket System allows you to post and retrieve questions directly to Cimmaron’s technical support team:
The following pointers are designed to help you get started with some key system components:

First Time Login

  • Change your password - the system-assigned password may not be easy for you to remember, so it is advisable to change it when you begin using Mortgage ManagerChange Password
  • Update your user profile – this is similar to your business card in its function, so make sure your title, phone numbers, license, etc. are accurate: Update Your Profile


  • Add a contact – the basics of adding a mortgage contact: Add a Contact
  • Add a Referral Partner – since Referral Contacts are often a key part of your overall marketing plan, it is helpful to know how to add them: Add a Referral Contact
  • Contact Finder – lets you retrieve your contacts: Find Your Contacts


  • Add a follow-up phone call – useful for contact management: Add a Follow-Up Phone Call
  • Add a task – assign tasks to yourself or to others: Add a Task
  • Check your ToDo List – the ToDo List helps you manage your daily workflow: My ToDo List

When you master these basic but important functions, you are well on your way to making the most of Mortgage Manager’s features.
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.