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LSS Notary Marketing Software (CRM) | Loan Signing System

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LSS Notary Marketing Software (CRM)

Learn how to access the LSS Notary Marketing Software and find answers to commonly asked questions

How To Login & Get Access To All Your Resources

I can't access the community

I need a new reactivation link or Forgot Password

How To Login To The LSS Notary Marketing Software

How To Login To The LSS Notary Marketing Software

How do I attend the Saturday coaching calls?

How do I attend the Saturday coaching calls?

How To Login To The LSS Software Course Training Area

How do I add the call calendar to my Google calendar?

How To Get Access To Bonus 1:1 Coaching & Calls

How to Log In to the Notary Coaching Program Community

How To See The LSS Support Call Calendars And Schedule

Billing, Fees & Cancellation Policies

How To Update Your Billing Information For The LSS Software

How Your CRM Wallet Works And Credits Used

How To Cancel Your CRM Subcription

How do I cancel my CRM account?

Additional Pro Features And Billing Schedule

Pricing and Fees For A2P Compliance

AI Employee Usage and Overview

LSS CRM Refund Policy and Process

Loan Signing System Software Cost and Plans

Business Profile and My Profile Settings

My Profile Settings and Configuration

Business Profile Set Up

Calendar and Automated Appointments

Connect Your Calendar With Your Google Business Profile

Calendar: Email & In-App Appointment Notifications

How To Setup A Calendar With Multiple People

How To Embed Your Calendar On Your Website | Funnel

Share A Link To Your Calendar Anywhere

How to Update and Customize Your Meeting Location in LSS CRM

Setting Up Your Calendar Full Overview

How to Customize Your Availability and Appointment Booking Settings on Any Calendar

Managing Appointments

How To Edit Your Calendar

Updating Email and Notification Settings For Appointments

How To Activate and Share Your calendar

Steps to Re-Integrate Google Calendar

CRM & Email (Contacts, Tags, Companies and Notes)

Introduction to Contact Tags and Smart Lists

Contacts

Companies

Smartlists

Tags

Task & Notes

Domains

Domains: Complete Overview and Centralized Management!

Branded Domain Setup

Dedicated Email Sending Domain

Website Domain Setup

Transfer Domain To LSS CRM

FAQ | Domains

Email Marketing

Email Marketing Setup and Management Full Overview

Snippets, Templates, Campaigns: What's the difference?

Email Templates vs Email Campaigns

Campaigns

Snippets

Frequently Asked Questions | Email Marketing

GBP Auto Posts & Social Planner

How To Connect Your Google Business Profile To The Social Planner

How To Add Multiple Social Accounts To The Social Planner For Posting

How To Create and Schedule A Post Using The Auto GBP Posting Tool and Social Planner

How To Format Pictures and Videos For Google Business Profile Posts with Canva

How To Troubleshoot A Failed Post On Your Social Planner

Troubleshooting Expired Tokens on Social Planner and Auto Posting

GBP Reviews

Troubleshooting Guide for Verifying Google Business Profile for New Notaries

Integrating Google Business Page

How to Connect Your Google Business Profile to the Notary Marketing Success Software

Resource For Checking Verification Status of your GMB page

Step By Step Guide For Creating A Brand New Google Business Profile From Scratch

How to Leverage AI and Social Media to Get Notary Clients

How to Automate Google Business Profile Posts Using Software Automations

How to Automate Receiving and Responding to Reviews Using Software Automations

How to Set Up Review Requesting so you can Ask for 5-Star Reviews in Less than a Minute

How to Set Up in Under 3 Minutes, Built-In Automations and AI to Respond to Reviews Quickly and Professionally

How to Manually Respond to Reviews in Your Notary Marketing Success Software

How to Track Your Review Requests

Building Business with Professional Reviews & Automations- Apply What You Learned!

How to Set Up a Review Link in Your Review Request Email

How to create a QR Code linked with Review Page

How To Embed the review widget on external sites

Settings

Brand Boards

Companies

Conversation AI

Custom Fields

Email Services

My Staff

Phone Numbers

Tags

URL Redirects

Custom Values

LSS CRM Community

Custom Fields

How To Find The Live Call and Event Schedule

How To Find The LSS CRM Course Material

Sites & Form Builder

How do I move my website over to the CRM?

Is there an additional cost to have my website in the CRM?

I have a website on a different platform, can I move it over?

Can I cancel my squarespace, godaddy, wix, or other website hosting platform?

Announcement New Website Templates Available!!

New Website Template Overview March 2025

How To Clone The New Website Template and update the slug URLs

How To Connect Your Domain and Site Favicon To Your New Website Template

How To Edit and Setup Your Website Tutorials

Forms

QR Codes

A2P, Phone & SMS Setup

Understand A2P Compliance and SMS Messaging

Step 1. Configure Business Profile Settings

Step 2. Configuring Privacy Policy, Terms of Service, and Contact Form

Step 3. Completing The A2P Verification Form For Brand and Campaign

Step 4. Selecting a Phone Number & Configuring Settings

Step 5. Enhancing Your Phone Settings And Data

Step 6. Testing The SMS Feature After A2P Approval

Opportunities & Pipelines

Managing Opportunity and Pipeline Templates in CRM

Managing and Utilizing Opportunity Pipelines in the CRM