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Connecting to your Sync Integration

Written by Julia Sweeney
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28 STEPS



1. To connect to Sync, click settings



2. Under business, click integrations



3. Click connect on the Sync card



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



5. Or, simply click connect



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



7. Click continue



8. Enter your LSO email in the text box



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



10. Click send to get your verification code



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



12. Click connect



13. Enter your digital signature in the signature box, alternatively please reach out to use and we will input that for you.



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



15. Click next



16. Create a 4 digit PIN



17. Confirm your PIN



18. Click next



19. Click the authorization checkbox



20. Click the second authorization checkbox



21. Click continue



22. Click continue



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



24. Click continue



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



26. Click continue



27. Click connect



28. Congratulations! You are now connected with Sync





Next step: Practice

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