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HRH CRM
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Full Name
Email
Password
I am a...
Team Member (Fairway)
Realtor
Builder
Financial Advisor
Attorney
Insurance Agent
Other Partner
Invite Code
(optional)
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🏠
HRH CRM
Contacts
Opportunities
Leads
Loans
Partners
🔄 Sync
📤 Import
+ New
R
User
R
User
user@example.com
Team Member
⚙️ Site Settings
👥 User Management
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👥 User Management
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Pending Approvals
All Users
⚙️ Site Settings
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Team Members
These names appear in step assignments
Add
Default Loan Steps
These steps are automatically added to new loans
Add
New Contact
×
Name *
Phone
Email
Address
City
State
This is a referral partner
Partner Type
Realtor
Builder
Financial Advisor
Attorney
Insurance Agent
Other
Company
New Opportunity
×
Name / Description *
Link to Contact (optional)
-- No contact yet --
Phone
Email
Loan Type
Unknown
Purchase
Refinance
HELOC
Est. Amount
Source
Referral
Word of Mouth
Social Media
Other
Notes
New Lead
×
Name *
Phone
Email
Source *
Webinar
Zillow
LendingTree
Purchased List
Facebook Ads
Google Ads
Other
Batch/Campaign
Loan Type
Unknown
Purchase
Refinance
HELOC
Est. Amount
New Loan
×
Borrower Name *
Link to Contact
-- Select --
Phone
Email
Loan Type *
Purchase
Refinance
HELOC
Construction
Loan Amount *
Property Address
Source
Realtor Referral
Word of Mouth
Internet Lead
Prior Client
Builder
Other
% Chance
--
25%
50%
75%
90%
Est. Close Month
--
January
February
March
April
May
June
July
August
September
October
November
December
Est. Close Year
--
2025
2026
Log Activity
×
Note (optional)
Convert
×
Convert to:
Lead
Loan
Add Step
×
Task *
-- Select or type custom --
Pull Credit
Collect Documents
Order Appraisal
Submit to Underwriting
Review Conditions
Clear to Close
Schedule Closing
Follow Up Call
Send Rate Quote
Custom Task...
Custom Task
Assign To
Ron
Hannah
Michelle
Due Date
Note (optional)
Link Partner to Loan
×
Select Partner
Role
Buyer's Agent
Listing Agent
Builder
Referral Source
Other
Import CSV
×
Import to:
Contacts
Leads
Opportunities
If duplicate found (matching phone or email):
Skip - Don't import duplicates
Keep Both - Import anyway
Merge - Update existing record
CSV File
Columns: name, phone, email, loan_type, loan_amount, source, batch_name
Preview (first 5 rows)
0
rows found