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How can Company Admins view all contacts associated with their LOs?

  1. In the top navigation bar, select "Admin."
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  2. On the Company page, select the "Contacts" tile.
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  3. Here, you can see all the contacts associated with their respective Loan Officers.
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  4. In this column, you can view each contact's assigned Loan Officer.
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  5. If you want to filter contacts for a specific Loan Officer, you can apply the filter here.
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  6. If you want to apply automation to any of the contacts, simply check the respective contact(s), choose the desired automation, and click the "Run Automation" button.
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If you have any questions or issues with uploading your contacts, please let us know by using our Coach-on-Call™ button!

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