How to Add a Market

Create a market — the top-level category leads, vendors, and products are organized under. See Markets Explained for what a market controls.

Before you start

You need the Manage CRM Settings right, and your organization must have CRM enabled.

Steps

1. Go to Settings → Client Relations Manager → Markets & Fields.
2. Click + Add Market in the top right.
3. In the Create New Market dialog, fill in:
   • Title — required, 2–255 characters.
   • Description — optional.
   • Sales Type — choose Service or Product.
   • Sub-Type — appears once Sales Type is chosen:
     • Under Service: Residential Mortgage, Commercial Mortgage, or Custom.
     • Under Product: Custom is the only option.
     • This defaults to Custom automatically when you pick a Sales Type — change it if the market is mortgage-related.
   • Company Tracking — required. Choose Track Company Name or Individual Only.
   • Enable quotes — optional toggle. Turning it on reveals a Default terms field (the starting wording for every new quote in this market).
   • Default commission — optional. Pick an amount type (Percent or Amount), a figure, and a payment type (One-time or Recurring) — or leave all three blank. This pre-fills (but doesn't lock) the commission on approved opportunity reservations in this market.
4. If this market's Sales Type/Sub-Type is Service → Residential Mortgage, a MLOS Integration dropdown appears (No MLOS Integration / KamoMLS / MeridianLink / Encompass by ICE, the last one not yet available) with a Configure button next to it. This is disabled until the market is saved once — leave it for a separate pass; see How to Connect a Market's Loan Origination System
5. Click Create.

What you'll see

The market appears in the Active Markets list on the Markets & Fields tab, and becomes selectable wherever a market is chosen — creating a lead, adding a vendor, and configuring an automated import endpoint.