New CRM User Setup (Internal Bank Use Only)
Introduction:
This page lets you submit everything we need to set up your Nextopoly CRM user profile behind the scenes to avoid back-and-forth emails.
Before you start:
For best results, please complete this form on a desktop or laptop. It reduces typos and makes copying your address, links, and NMLS# much easier.
This should take about 2–3 minutes. Once submitted, we’ll create your profile and confirm when your setup is complete.
What happens after you submit:
Your contact record is created in our CRM.
We build or update your Nextopoly profile using the info you provided.
You receive a confirmation email and text once your setup is in progress.
