Manage complete workflows through Daily AI by integrating with the tools you use across your business.
As the cornerstone of your tech stack, you’re already logging into your Daily AI CRM every day to stay on top of your most essential activities:
- The latest status of your lead count
- How your borrowers are progressing through the underwriting process
- Circling back with past clients who previously borrowed with you for repeat business
Outside of Daily AI, other systems specialize in guiding your clients along the home-buying process. Your LOS, POS, lead capture forms, gift-gifting services, among others, are essential to your business and its growth potential.
Top performing LOs know they need all their systems seamlessly working together to reduce duplicative tasks and deliver value to your clients from start to finish. Integrations with the Daily AI platform allow you to connect information from other sources to bring all of your client’s data into a single location.
You can use Zapier to connect lead sources, integrate your LOS (if on our approved list), connect your email, and more to initiate, manage, and complete workflows through the Daily AI platform.
In this article, we’ll provide a high-level overview of the integrations available in Daily AI and how to set them up.
To Access the Integrations Page:
- Log into your DailyAI Account at mortgage.dailyai.io.
- Navigate to “Settings.”
- Click “General” in the upper left-hand corner, then “Integrations.”
Create Your Zapier Key
- At the top of your Integrations page, you’ll see “Zapier Integration” and two fields to the right of the column — “Generate Key” and “Auto Assign”.
- Click “Generate Key.”
- This key will be your user specific key for any integrations you would like to complete with Zapier.
Integrate Your LOS
- In the middle of the screen, you will see a section that says "Integrate LOS."
- On the first drop-down, select whether you are using the “Banker” or “Broker” version of your LOS. Then, select your company.
- Enter your User ID (the one you use to login to your LOS). Once complete, click "Integrate" and the process will begin immediately.
Tip: All integration requests must be first approved by Daily AI. A minimum of 24 hrs is required before the integration to be completed.
Integrate Your Email
- Locate the “Integrate Your Marketing Account” page
- Click the appropriate email partner (Google or Outlook).
- Once selected, you’ll be automatically redirected to log into your email account.
- Allow Daily AI access once prompted.
- You’ll be redirected back to the Daily AI CRM. It will take a few moments, then a prompt will appear approving your email integration.
Set up a BytePro Integration
- In the middle of the screen, you will see a section that says "BytePro API I Integration"
- Navigate to “Bank Name” which will provide the names of three available banks we currently integrate with.
- Select the bank name applicable to you.
- Click “Loan Officer Username” then enter in Byte username or your bank username.
- Click “Save.”