School / Prime for brokers

Set up Prime

4 min read · Lesson 1 of 3

Steps

  1. Go to prime.brandmatchgrowth.com and tap Get started.
  2. Sign in with Google so Prime can work with your email and Drive.
  3. Connect your CRM when asked, for example Velocity.
  4. Choose how you want approvals: by text or email.

Prime for mortgage brokers