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
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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