Social Accounts


Connecting your social accounts allows you to publish content to all of today's most popular social networking channels in one place! 


Note: If the platform supports customer reviews the app will automatically pull these in as well!


For information on how to register, click HERE.



Short Video Tutorial


Click anywhere within the video windows to play. Use the media controls at the bottom of the video window to pause, adjust volume, and/or view in full screen. 


Tip: If watching videos from a mobile device double tap to view in wide screen for best quality.




Connecting Accounts - Step by Step


Login into mobile app and then select 'Social Accounts' from main menu


Step 1: Select the 'Social Accounts' option from the main screen. Tap the 'Connect' button to the right of any account type and log into the social network.





Step 2: Follow all prompts to the end. 


A confirmation that the app is connected will display at the end of the prompts and the app will then default back to the social accounts screen. Please be aware, prompts for each social media platform will differ. 


TIP: Facebook Page(s) are needed to fully connect Facebook. A step will be prompted for users to select their mortgage business only pages allowing them to see and reply to customer reviews and publish content to those specific accounts.





Adding additional Social Media Accounts


If an account is not shown, click the '+' to add a link to the account that is not listed. The link will be added to your Social Accounts page. 


Please Note: If the individual has a Yelp account, add the link. Individuals will automatically be able to track their Yelp reviews from My Reviews.



After connecting all available accounts users can then publish to those accounts. Please see instructions for posting HERE.