Canadian Mortgage App Integration

Canadian Mortgage App (CMA) can be connected to Brokeredge.

This will automatically bring in any new contacts from the CMA app into Brokeredge. When they fill in their details it will tag them as an active lead and input 'Canadian Mortgage App' as the lead source.

Step 1. Go into Settings

Step 2. Toggle on 'Show Third Party Integrations'

Step 3. Toggle on the 'Connect to Canadian Mortgage App' and hit save. This will trigger an email sent to you with the webhooks.

Step 4. Go into your email and copy of each of 2 webhooks (new lead webhook & New Account Webhook)

Step 5. Go to your CMA app in the  admin > webhooks > get started section and paste the 2 webhooks in there.

Here is helpful video on these steps: