How to Manually Import a Mortgage from Your Submission Platform

If you have an application in your submission platform and the deal has not yet been pulled int Brokeredge you can manually pull it into the system.

Go to the  Mortgages tab and on any view the is a button called "New".

1. Click "new" and that and you will see a dropdown to select to "Import a Mortgage into your crm.

2. Enter the Deal number (Firm code-#) and select the "Deal portal Credentials" in which the deal resides.

3. Click 'Save" and the deal will pull in for you.