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

Updated over a month ago
  1. In the top navigation bar, select "Admin."

  2. On the Company page, select the "Contacts" tile.

  3. Here, you can see all the contacts associated with their respective Loan Officers.

  4. In this column, you can view each contact's assigned Loan Officer.

  5. If you want to filter contacts for a specific Loan Officer, you can apply the filter here.

  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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