Settings & Customization

Settings is a two-screen drill-down on phones. Here is the map.

Reusable closing-cost bundles by jurisdiction or loan type.

Which tabs and home cards your clients see, and the two places Rate Trends appears.

Put your production partner and processor on reports, and give an assistant access to your book.

Which emails you receive as clients interact with their workspace.

CRM, pricing, closing costs, AI, chat, and calendar connections.