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sliston  
#1 Posted : Tuesday, May 30, 2017 6:04:47 AM(UTC)
sliston
Rank: Advanced Member

Posts: 80


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

Contacts

  • 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

Activities

  • 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.
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