LoanPulse Knowledge Base
Step-by-step tutorials, feature documentation, and best-practice guides for every part of the platform. Whether you’re setting up your first pipeline or optimizing multi-branch workflows — start here.
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120+ Articles
Across 8 categories
45
Video walkthroughs
Weekly
Updated
Browse by Category
Select a category to explore all related articles, tutorials, and walkthroughs.
🔥 Most Popular Articles
The top 10 articles by page views this month.
1
How to Set Up Speed-to-Lead Auto-Response
🚀 Setup🎥 Video5 min read
2
Importing Contacts From a CSV or Another CRM
👤 Contacts🎥 Video4 min read
3
Creating Your First Drip Sequence (Email + SMS)
⚡ Automation🎥 Video8 min read
4
Connecting Your Zillow Lead Feed to LoanPulse
🔗 Integrations🎥 Video3 min read
5
Setting Up Automated Review Requests + Sentiment Gate
⭐ Reputation🎥 Video6 min read
6
Customizing Your Pipeline Stages & Probabilities
📋 Pipeline4 min read
7
Building a Rate Drop Alert Campaign (Step by Step)
⚡ Automation🎥 Video7 min read
8
Adding Team Members & Configuring Role Permissions
🚀 Setup5 min read
9
Understanding the Lead Source ROI Report
📊 Reporting🎥 Video6 min read
10
Syncing Google Calendar With LoanPulse Booking
🔗 Integrations🎥 Video3 min read
🚀
Setup & Onboarding
14 articles · Everything to get you from zero to closing deals
🏁 First Steps
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Creating Your LoanPulse Account
3 min read
Completing the Onboarding Wizard
Video · 4 min
Customizing Your Pipeline Stages
4 min read
Importing Contacts (CSV, Salesforce, HubSpot)
Video · 5 min
Connecting Your Lead Sources (Zillow, LendingTree, etc.)
Video · 6 min
Setting Up Speed-to-Lead Auto-Response
Video · 5 min
Adding Your Logo, Colors & Branding
3 min read
👥 Team & Mobile Setup
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Adding Team Members & Role Permissions
5 min read
Configuring Lead Assignment Rules (Round-Robin)
Video · 4 min
Downloading & Logging Into the Mobile App
2 min read
Configuring Push Notification Preferences
3 min read
Setting Up Your Booking Calendar & Availability
Video · 5 min
Connecting Your Email Domain (SPF, DKIM, DMARC)
6 min read
Your First-Week Checklist: 10 Things to Do
Checklist · 5 min read
⚡
Automation & Workflows
22 articles · From basic drips to advanced multi-step workflows
🔄 Workflows
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Workflow Builder: Complete Overview
Video · 10 min
Creating Your First Drip Sequence
Video · 8 min
All Available Triggers (Explained)
7 min read
If/Then Branching in Workflows
Video · 6 min
Building a Rate Drop Alert Campaign
Video · 7 min
Automating Stale Deal Follow-Up Sequences
5 min read
📝 Templates & Compliance
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Creating & Managing Email Templates
4 min read
Creating & Managing SMS Templates
4 min read
Merge Fields: Complete Reference Guide
Reference · 3 min read
TCPA Compliance: Opt-In, DNC & Send Windows
Important · 8 min read
Building a Post-Closing Nurture Sequence
Video · 6 min
Troubleshooting: Workflow Not Triggering?
Troubleshooting · 5 min read
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Reputation Management
12 articles · Reviews, ratings, and building online authority
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Setting Up Automated Review Requests
Video · 6 min
How the Sentiment Gate Works (+ Best Practices)
5 min read
Using AI Review Response Suggestions
Video · 4 min
Embedding the Review Widget on Your Website
4 min read
Multi-Platform Monitoring: Google, Zillow, Yelp & More
3 min read
Best Practices for Responding to Negative Reviews
6 min read
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Review Schema Markup for SEO Benefits
5 min read
Optimizing Review Request Timing & Frequency
4 min read
Understanding Your Reputation Dashboard
Video · 5 min
Google Business Profile Optimization Tips
5 min read
Advanced Widget: Filtering, Layouts & Custom CSS
7 min read
Troubleshooting: Reviews Not Appearing?
Troubleshooting · 4 min read
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Integrations
10 articles · Connecting LoanPulse with your existing tools
📥 Lead Sources
📹 Video Walkthrough Library
Quick visual guides for the most-used features. Average length: 4 minutes.
⚡ Quick Start Guides by Role
Curated learning paths based on how you use LoanPulse.
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Solo Loan Officer
7 articles · 25 min
1
Account setup & pipeline config
2
Import contacts & connect leads
3
Build your first drip sequence
4
Set up speed-to-lead auto-response
5
Enable review requests
6
Install the mobile app
7
Your first-week checklist
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Branch Manager
9 articles · 35 min
1
Everything in Solo path
2
Add team members & set permissions
3
Configure lead assignment rules
4
Set up team leaderboard
5
Configure automated reports
6
Standardize workflows for the team
7
Manager weekly review checklist
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Enterprise Admin
11 articles · 45 min
1
Everything in Manager path
2
Multi-branch pipeline configuration
3
SSO setup (Okta, Azure AD)
4
Compliance audit log configuration
5
API access & webhook setup
6
White-label client portal setup
7
Quarterly business review template
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