Account
- Account setup — Sign up, verify your email, and complete the welcome wizard.
Integrations
- Connect Google — Connect your Google account to import contacts and sync email signatures.
- Connect Microsoft Office 365 — Connect your Office 365 account to import contacts.
Servicer setup — API
- Madison Management — API setup — Get an API key from Madison Management and connect it for automatic sync.
Servicer setup — file import
- Madison Management — file import — Upload Madison CSV exports manually.
- Allied Servicing — file import — Upload Allied PDF or XLSX exports manually.
- FCI — file import — Upload FCI XLSX exports manually.