In this help article, we will guide you through the process of setting up your CoreLogic integration in Engage. This integration allows you to easily pull comparables from CoreLogic into your proposals. Let's get started!
From the Engage dashboard, navigate to Account Admin. If your Account Admin section looks different from the one shown here, it means you are an agent user and not an admin user. Only admins can set up integrations. If you do not see the integration option, please reach out to an admin in your office for assistance with the setup.
Within Account Admin, locate and click on the Integrations tab.
Click on the green Create button, and search for CoreLogic Australia in the list of available integrations. Once you find it, click on it to proceed.
Each Engage user needs to be set up independently. Select the user you would like to set up this integration for.
Before authorising the integration, make sure to read and understand the terms and conditions associated with the CoreLogic integration. Tick the box indicating that you have read the terms and conditions.
Click on the Authorize Integration button. This will redirect you to the CoreLogic login page.
On the CoreLogic login page, enter your CoreLogic login credentials to establish the connection between Engage and CoreLogic. Once you have successfully logged in, the integration setup will be complete.
Each Engage user who plans to use the Corelogic Australia integration is required to be set up independently. The above steps will need to be repeated for each of these users.
See our video here to learn how.
If there are any issues or concerns, please contact your Engage Support at support@engagedigital.io.