Getting Started
Welcome to Scarlett Mortgage. This section covers setup and is a good place to start if you are new to the system.
9 articles
CRM: Leads Management
This section is all about what happens within the Leads Management / CRM section of Scarlett Mortgage.
4 articles
Team Dynamics
This section is about using Scarlett Mortgage within your team.
3 articles
Inside A Deal
This section covers actions and aspects that happen inside your deal file.
37 articles
Automation & Workflow
This section contains information on creating & troubleshooting automations. Work smarter, not harder.
12 articles
Integrations
This section covers 3rd party systems that work with Scarlett Mortgage, such as Twilio, Zapier & MyCreditz
4 articles
Scarlett Dashboard
This section covers things you control and can access on your Scarlett Dashboard.
6 articles
Analytics
This section covers how to pull information from your account and access reports.
4 articles