MyCRM integration

CRM for Loan Market mortgage brokers in Australia and New Zealand. Connect MyCRM to OLODESK and use it in the apps and automations your business runs on.

Start free How to connect

Category: Industry software

Popular ways to use MyCRM

Start with one of these, or describe your own.

Your records in one portal

Clients, jobs and invoices from MyCRM sit next to the rest of your business.

Updates in both directions

Changes made in your other systems are written back to MyCRM, so both stay current.

Follow-ups that happen

A reminder goes out by email or text when something in MyCRM is due.

How to connect MyCRM

Request MyCRM
In your portal’s Integrations tab, press Request access next to MyCRM. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.
Connect your account
Sign in to MyCRM, or paste the access key from your account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your MyCRM data in ChatGPT. AI on OLODESK

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