How to Integrate Your Email with BluMortgage

1. Log in to your BluMortgage CRM.

2. Click the gear icon
   Located at the bottom left corner of your screen to open the Setup menu.

3. Go to Channels > Email
   In the Setup menu, click on Channels, then select Email.

4. Click "Get Started"
   This will begin the process of linking your email account.

5. Choose your email platform
   For example, select Outlook (or Gmail, etc., depending on what you use).

6. Select the email protocol
   Choose IMAP as the connection type (this is the most commonly used).

7. Click "Configure"
   A pop-up window will appear.

8. Sign in to your email account
   Enter your login credentials and allow access.

9. Finish the setup
   Once connected, your email will now be integrated into BluMortgage.