Scarlett Mortgage Knowledge Base
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Scarlett Dashboard

This section covers things you control and can access on your Scarlett Dashboard.
Activities
Tasks & Activities
This guide provides step-by-step instructions on how to navigate and use the activities feature on the Scarlett Network mortgage website. By following...
Tools
Scarlett Genius
Scarlett Genius provides rate sheet management so you don't have to. Within the searchable tool, you can filter product options by file criteria to fi...
Adding an Unsubscribe Link to an Email Template
This guide provides detailed steps on how to add an unsubscribe link to an email template. By following these steps, you can ensure that your emails a...
Pipelines
Create & Manage Pipelines
This guide provides step-by-step instructions on creating and managing pipelines. It covers how to add stages, filter data, and add deals to pipelines...
Filters
Quick Search & Custom Filters
This guide provides step-by-step instructions on how to perform a quick search and create custom filters on the Scarlett Network mortgage platform. By...
Adding Expert files to your Filter
This guide provides a step-by-step process on how to add Expert files to your filter. By following these steps, you will be able to view Scarlett deal...
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