2. How to Set Up Your Profile

2. How to Set Up Your Profile

Introduction

This article describes how to set up your personal and company details in your BluMortgage CRM.
​If you have any questions about this article, please reach out to the BluRoot team at support@bluroot.ca.

How to Use

Below are the steps on how to set up your Personal Settings.
  1. Sign into your BluMortgage CRM Account
  2. Access the Setup Page
    1. Click on the "Setup" icon (⚙️) on the top right of the page next to your profile picture.
    2. In the box labelled "General", select Personal Settings. 
  3. Change your Personal Settings
    1. Click on gray profile icon, to upload your own profile image.
    2. Click on the pencil, located to the right of the profile image, to edit the rest of your user information.
    3. Paste the link to your mortgage application in the field labeled "Application Link" and then hit save.
Below are the steps on how to set up your Company Details.
  1. Access the Company Settings Page
    1. Once you have completed editing your personal details, in the left hand panel, click on "Company Settings"
  2. Change your Company Settings
    1. Click on gray profile icon, to upload your own company logo.
    2. Click on the pencil, located to the right of the profile image, to edit the rest of your company information.

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