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Connecting to your Sync Integration

Julia Sweeney avatar
Written by Julia Sweeney
Updated over 5 months ago
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27 STEPS

1. To connect to Sync, click settings

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2. Under business, click integrations

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3. Click connect on the Sync card

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4. Feel free to pause here and watch an informative video related to Sync

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5. Or, simply click connect

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6. Once you have read the step-by-step, click continue

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7. Enter your LSO email in the text box

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8. Click the check box to agree to the terms of service

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9. Click send to get your verification code

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10. After you receive the code by email, enter your verification code in the text box

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11. Click connect

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12. Enter your digital signature in the signature box

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

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14. Click next

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15. Create a 4 digit PIN

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16. Confirm your PIN

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17. Click next

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18. Click the authorization checkbox

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19. Click the second authorization checkbox

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20. Click continue

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21. Click continue

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22. Confirm or change your fax number by selecting yes or no

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23. Click continue

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24. Make a selection on how you are currently receiving instructions for the noted lenders

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25. Click continue

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26. Click connect

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27. Congratulations! You are now connected with Sync

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Next step: Practice

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