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FAQ
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
29 29 Customizing Menus with Screen Manager  Go to last postGo to first unread
by sliston
1/24/2019 12:49:53 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
Campaign management, activities, dependent activities, templates and assignment
11 11 Video - Pre-Approval Campaigns  Go to last postGo to first unread
by sliston
6/25/2017 6:49:33 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
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
Finder tutorials, contact email & phone management
59 60 Adding a Real Estate Agent Assistant  Go to last postGo to first unread
by sliston
4/3/2018 12:22:37 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
23 23 Receive a File Transfer from Cimmaron  Go to last postGo to first unread
by sliston
12/26/2017 4:13:47 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
2 2 Finding Marketing Content with File Explorer  Go to last postGo to first unread
by sliston
1/20/2019 11:40:08 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
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
5 5 Co-Branded Agent Setup  Go to last postGo to first unread
by Cimmaron
2/26/2017 5:42:58 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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