Setting up the integration:
Within your LoanBuddy account, click "Redtail" from the Integrations section of their navigation menu on the left:
On the resulting page, click "Start integration flow":
You'll then be prompted for your Redtail credentials:
Enter those and click "Proceed to next step":
Here, you can click inside each of these dropdown menus to select which Contact Status within Redtail should be assigned to both LoanBuddy Clients and LoanBuddy Prospects. After making those selections, click "Proceed to next step".
You'll then see a list of your Redtail contacts listed in LoanBuddy. You can contact LoanBuddy for specific details about the import and mapping process, but, in a nutshell, you can choose whether all of those Redtail contacts should be created as new clients in LoanBuddy or auto-mapped to existing clients.
After the above syncing process has completed, you'll need to click the button that appears asking you to "Activate integration now."
If in the future you want to disconnect the integration, you'll come back to the Redtail page in LoanBuddy to disconnect the integration.
After setup as described above, you can go to your Clients List in LoanBuddy and use the Redtail Actions button for each contact to sync data either to or from Redtail.
If you are looking for other Advisor Tools, click here!