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These four videos cover everything you need to use Courted Connect well. Watch them in order the first time — each one builds on the last — and come back to individual ones as refreshers.
Setting up your account
How to create your login, connect your NMLS Agent ID so your Partner List builds itself, and configure ComposeAI so your drafts sound like you.
Before moving on — go into Settings, confirm your job type and NMLS Agent ID (if applicable), and write one custom instruction for ComposeAI describing what you offer agents. Everything else works better once these are done.
Finding agents worth your time by creating a search
How to use Agent Search and its filters to get from every agent in your market down to a callable short list, then save it so it updates itself nightly.
Before moving on — build one filtered search for your own market, save it, then open a few profiles and mark the interesting ones as prospects.
Analyzing an agent's profile and reaching out
What to look at on an agent’s profile before you call — especially the deal share breakdown — and how to draft outreach that references their actual business.
Before moving on — pick one agent from your Prospect List, find their top loan officer’s deal share, generate a ComposeAI draft, and send it.
Managing your prospects and partners and staying on top of their business
The difference between prospects and partners, every alert type and what it’s telling you, and a routine that takes fifteen minutes.
Before moving on — open Partner Alerts and Prospect Alerts, find one alert with a real reason attached, and use Draft message on it.
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