CMA PRO
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Benefits to Realtors
Have you ever been in a situation where your clients are asking you questions about Land Transfer Taxes or what the minimum down payment rul...
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Benefits to Mortgage Professionals
It's really hard for Millennials to imagine a mortgage professional without a mortgage app to use for budgeting or checking out scenar...
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Video Tutorials
For your convenience we have recorded a number of video tutorials that demonstrate various tasks you can do with your PRO app. Each video is...
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Your unique app install link explained (inapp)
Your install link is unique to you. No other agent who has a branded can pick the same install url. This link is very special and allow...
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How to see users of your app
When a user installs your app, they remain anonymous, until they decide to create a profile and share their contact information with you.&nb...
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Are referrals pre-qualified?
Absolutely not :) The Canadian Mortgage app and the company who operates it "Bendigi Technology" is a software company f...
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How do I change my email address?
If you have signed up using social login and wish to use your company email, we can help!Please contact us using the "contact us" ...
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Users on your personal app (inapp)
The client screen is your mini-CRM. It shows the clients who have installed your app and created a profile with additional contact informati...
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As a Realtor, how can I send referrals to my mortgage partner
It's super easy. On your PRO app, click on "Your Partners" in the admin console, find your partner and invite your trusted mo...
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As a Mortgage Professional how can I receive referrals from my Realtor partner
On your PRO app, click on "Your Partners" in the admin console, find your partner and click on "Connect". If your p...
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How many partners can I invite?
You can invite as many partners as you wish to co-brand their apps with you. The more partners you invite and connect with, the more clients...
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Can I cancel anytime? and how do i do it?
Yes, of course you can, but why would you? :( It'll be sad for us to see you go but we understand that mobile technology may not for everyo...
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How to turn on in-app purchases if it's turned off?
If your in-app purchase is disabled, you will see the message "was not able to load a product" and the get started button is disab...
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How to update your profile
This video shows how PRO subscribers can update their profile picture and company logo as well as change the app colour to match their bran...
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How to share your app with clients
You can share your app from the home screen of you app.You can also share your app from within the admin console.Click on the Admin (button...
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How to view Analytics
This video shows how CMA PRO subscribers can view their's apps analytics. Info such as how many installations, how much their is being used ...
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How to put your app in your email signature
This is super easy. Just copy and paste your install link in you signature and make a hyperlink. If you want to learn more about adding...
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How to put your app on your website
The process is super easy and requires a custom HTML code. Your onboarding email contains your custom HTML code. Which creates an install do...
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How to share calculations
This is a placeholder for video tutorial. However, sending calculations is very easy. Just open the side menu. (Either click ...
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How to manage rates (Brokers Only)
This video shows how mortgage professionals can add / manage their rates on their branded app. Clients can then view their latest rate offer...
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How to add Social Links to your app (inapp)
This video shows how PRO subscribers can add their social links to their PRO app and offer their clients the ability to check them out, rese...
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Admin Assistant Mode
Assistant mode with limited access is a potential future feature of the app. One solution for nowIf the broker of the record or owner of the...
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How to import a client list to the app?
It is not possible to import clients into your branded app because they don't have the app. You only be able to view clients who have downlo...
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How to export client list?
It is now possible to export your client list. Generate a list of your current clients and export them to your email.To export simply follow...
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Refund Request - Invoiced iTune
Unfortunately, we don't control refunds. You would need to contact Apple. It's part of the app store policy.
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How to cancel PRO on Google Play
Here are some steps to follow.Launch the Google Play Store app.Tap Menu > My Apps -> Subscriptions and tap on the app of the subscript...
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How to cancel PRO on iOS
Here are the instructions on how to cancel your apple subscriptionshttps://support.apple.com/en-ca/HT202039
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How to re-activate your app / receive an "Account Deactivation" notification
Did you receive an "Account Deactivation" notification and wish to keep your app active? We've provided some steps to follow in or...
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I'm an industry professional, can I brand this app?
Yes. The Canadian Mortgage App has created a way for mortgage brokers and realtors to brand the app and share with their clients and busines...
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Benefits of PRO for Realtors
Have you ever been in a situation where your clients are asking you questions about Land Transfer Taxes or what the minimum down payment rul...
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Benefits of PRO for Mortgage Professionals
It's already 2018 and the age of mobile apps.It's really hard for Millennials to imagine a mortgage professional without a mortgage app to u...
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How to generate QR code for your app
You can easily generate a QR code for your PRO app. All you need is to copy your custom install link into an online QR code generator and do...
Sections
- What's new in this version
- Purchase Calculator
- Stress Test / Affordability Tool
- Land Transfer Tax Calculator
- Closing Cost Calculator
- GDS / TDS Calculator
- Mortgage Terminology
- Rates & Application
- Legal Stuff
- CMA PRO
- Common Questions
- Technical
- Review & Requests
- Mortgage Types & Features
- Pre-Qualification
- App Settings
- Refinance Analyzer
- DSCR Worksheets
- Minimum Required Income Tool
- CMBA Promotion
Need more help?