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Help Articles List

Webinars and Videos

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Connect to your Submission Platform

Scarlett

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Connect to your Submission Platform

Filogix

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Connect to your Submission Platform

Velocity

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Connect to your Submission Platform

Finmo

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Connect to your Submission Platform

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Mortgages

How to Import Existing Mortgage Data from Filogix

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Mortgages

Custom Mortgage Journeys

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Contacts

Custom Contact Journeys

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Settings & Integrations

Zapier Integration

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Emails

How To Create and Use Email Template

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Settings & Integrations

SMS Integration

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Settings & Integrations

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Your Profile

Add Your Team To Brokeredge

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Mortgages

How do Mortgage Stages Work?

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Tasks & Activities

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Emails

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Emails

How to insert a video into an email

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Tasks & Activities

How to Create an Automated Task

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Your Profile

Gmail Add On

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Mortgages

How to Upload Existing Mortgage Data from Scarlett

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Contacts

How to Import Contacts

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Emails

How to Create a New Automated Email

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Emails

How to Send Mass Emails

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Dashboard

How to Create a Report

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Your Profile

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Mortgages

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Contacts

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Settings & Integrations

Twilio - Your Own Number

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Settings & Integrations

Dialpad

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Settings & Integrations

VIP Club Integration

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Settings & Integrations

Calendly Integration

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Settings & Integrations

Canadian Mortgage App Integration

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Settings & Integrations

Fireflies Integration

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Your Profile

Reduce Multi-Factor Prompts

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Tasks & Activities

Checklists

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Tasks & Activities

Gift Tracking

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Tasks & Activities

Understanding Each Automated Task

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Emails

Understanding Each Automated Email

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Mortgages

Manually Create a Mortgage

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Mortgages

Create a Custom Mortgage View

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Contacts

Create a Custom View

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Contacts

Merging Contacts

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Emails

Using Merge Fields in Emails

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Your Profile

Adding Assistants and Underwriters to Brokeredge

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Your Profile

Subscribe Team Members

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Tasks & Activities

Sequential Tasks

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Settings & Integrations

RingCentral

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