Skip to content
The Connect Road Map | Mortgage 4.1
Pre-Flight Check list
Initial Social Media Makeover
Radiant Chat - Onboarding
Website
Connect Implementation
CORE Level 1 Playbook
Next Appointment
More
Share
Explore

icon picker
Radiant Chat - Onboarding

Radiant Chat Scripts

ONBOARDING TECHNOLOGY CHECKLIST

Log In and Credentials Saved
Download Lead Connector Mobile App
Business Profile Settings
My Profile
Connect Outlook/Zoom
Notification Settings
My Staff Profiles
Pipelines Settings
Calendar & Booking Link
Conversation AI
Phone Numbers
A2P Registration
Reputation Management
Integrations
Connect GMB
Connect Facebook Messenger

ONBOARDING ORIENTATION CHECKLIST

Help, Support, and Ticketing
Dashboard
Conversations
Template fields and Links
Trigger Links
Calendars
Contacts
Opportunities
Workflows, Campaigns and Triggers
Marketing
Social Planner
Email Templates
Reputation
Yext Directory Listing SEO Package
Go to Rev Voice Recorder (
⁠
⁠
https://www.rev.com/onlinevoicerecorder
⁠
)

Add On

HomeIQ
-
https://app.homeiq.report/sign-up/enterprise/city-first
⁠
⁠
-
https://app.myhomeiq.report/sign-up/enterprise/clear_mortgage
⁠
⁠
HomeIQ Zap
MMI or BPD
Sign Up
https://signup.mmi.io/aime/
⁠
⁠
MMI Zap
Listings to Leads
Sign Up
https://www.listingstoleads.com/lender?referral_id=TWpRMk1qRXk%3D
⁠
⁠
L2L Zap
Radiant Ads
Sign Up
Connect All Social Media
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.