Introduction

You may want to import your deals from Scarlett into BluMortgage CRM.

If you have any questions about this feature, reach out to support@bluroot.ca

How to Use

1. Open Scarlett Account
   
2. Click on the Tools tab (this is located in the middle of the menu bar)
   
3. Select the Export option
   
1. Choose the agent name whose data you'd like to export
4. Select the Export Now button to download the file.
5. After the file has been downloaded, please send it to support@bluroot.ca for import.
   

Video