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How to Connect to Sync

Please find our steps on how to connect to Sync, our powerful mortgage integration.

Written by Zoha
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19 STEPS

1. Click settings

2. Under business, click integrations


3. Click view or connect on the Sync card


4. Click continue

5. Enter your LSO email in the box here


6. Click the checkbox to agree to the terms of service


7. Click send to get your verification code


8. After you receive the verification code by email, enter it here

9. Click connect

10. Enter your digital signature in the signature box here

11. Once you have filled in your digital signature, click the authorization checkbox here


12. Click next


13. Create a 4 digit PIN here

14. Confirm your 4 digit PIN here

15. Click next

16. Click the authorization checkbox here


17. Click the fax authorization checkbox here

18. Click connect


19. Congratulations! You are now connected with Sync




Next steps: Go Live OR Practice

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