3. How to Use Scarlett Extension (Including Stage and Data Mapping)
Introduction
This article describes how to use the Scarlett Extension in your BluMortgage CRM. This includes receiving data from Scarlett and the data mapping.
If you have any questions about the Scarlett Extension, please reach out to support@bluroot.ca
Automatic Deal Pulling from Scarlett
The integration will automatically pull data from Scarlett only when certain triggers are met in the Scarlett system. The list of triggers is as follows:
1. Deal Created
2. Deal Stage/Status Updated
When one of these triggers occur , the system will automatically update (or create) the file.
For example, if my Scarlett deal just was submitted by the borrower, trigger 1 would be met, and data would be sent from my Scarlett account to BluMortgage automatically.
How to Manually "Pull Deals" from Scarlett
The "Pull from Scarlett" button can be used to bring a mortgage record from Scarlett into the CRM without waiting for one of the Scarlett Events to occur. Below, we have provided the steps on how to pull deals from Scarlett on demand:
- Open your BluMortgage CRM
- In your "Mortgages" module, click on "Pull from Scarlett" button
- Fill in the Scarlett Application Number, or hit the "Plus" button to add multiple deals
- Click in "Submit"
After the integration is complete, you will get a status report. The status report will tell you the success of the integration, and if any actions are needed to properly integrate the data.
Video
How to Update Deal Stage Mapping
If you want to update this stage mapping based on your process, or if you have introduced custom stages in BluMortgage, you can do so by following these instructions:
Log In: Access your Blue Mortgage CRM account.
Access Settings: Click the gear (⚙️) icon for settings.
Navigate to Installed Extensions: In settings, go to "Marketplace" then "All" then "Installed"
Access Scarlett Integration: Locate the Scarlett integration among the extensions and click on it.
Edit Mapping: Scroll down to "Extension Settings" to review the default mapping of Scarlett statuses to BluMortgage stages. To edit, click the pencil icon.
Customize Mapping: In the editable table, customize the mapping of Scarlett statuses to your desired BluMortgage stages. Ensure accuracy and use copy-paste for title precision.
Save Changes: Save your customized mappings by clicking on "Save".
Video
Data Mapping
When a mortgage record is pulled from Scarlett into your BluMortgage CRM, a Mortgage record will be created (or updated) and all applicants associated with the mortgage application in Scarlett will be created (or updated) as Borrowers, and associated with the Mortgage in your CRM.
The following table outlines how each field in Scarlett is mapped to a corresponding Module and Field in your BluMortgage CRM.
BluMortgage Field | BluMortgage Module | Scarlett Field |
First Name | Borrowers | First Name |
Last Name | Borrowers | Last Name |
Contact Stage = Finished Application | Borrowers | |
Contact Status = Potential Client | Borrowers | |
Date of Birth | Borrowers | Date of Birth |
Cell Phone | Borrowers | Cell Phone |
Email Address | Borrowers | Email |
Work Phone | Borrowers | Work Phone |
Home Phone | Borrowers | Home Phone |
Total Income | Borrowers | Total Income |
Job Title | Borrowers | Job Title |
Mailing Street Name | Borrowers | Mailing Street Name |
Mailing Street Type | Borrowers | Mailing Street Type |
Mailing City | Borrowers | Mailing City |
Mailing Province | Borrowers | Mailing Province |
Mailing Postal Code | Borrowers | Mailing Postal Code |
Mailing Country | Borrowers | Mailing Country |
Application Number | Mortgage | Application Number |
Mortgage Amount | Mortgage | Mortgage Amount |
Deal Status | Mortgage | Deal Status |
Deal purpose | Mortgage | Deal purpose |
Application type | Mortgage | Application type |
Closing Date | Mortgage | Closing Date |
Lender Name | Mortgage | Lender Name |
Net Rate | Mortgage | Net Rate |
Rate Type | Mortgage | Rate Type |
Term Type | Mortgage | Term Type |
Term in Months | Mortgage | Term in Months |
Loan Type | Mortgage | Loan Type |
Mortgage Amortization | Mortgage | Mortgage Amortization |
Mortgage Payment | Mortgage | Mtg Payment |
Occupancy | Mortgage | Occupancy |
Address Street Name | Mortgage | Address Street Name |
Address City | Mortgage | Address City |
Address Province | Mortgage | Address Province |
Address Postal code | Mortgage | Address Postal code |
Address Country | Mortgage | Address Country |
Contact Name 2 | Mortgage | Contact Name 2 |
Contact Name 3 | Mortgage | Contact Name 3 |
Contact Last Name 2 | Mortgage | Contact Last Name 2 |
Contact Last Name 3 | Mortgage | Contact Last Name 3 |
Contact 2 Email | Mortgage | Contact 2 Email |
Contact 3 Email | Mortgage | Contact 3 Email |