Pruvan - PPW - XactPRM    Support Center

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How to Setup an M&M Integration

Before you can integrate the M&M Mortgage Services system with Pruvan you must create a Login and Password to use for the M&M – Pruvan integration.

  1. Login to your M&M Mortgage Services account
  2. Click on Hello <your Rep ID>
  3. Create a new username for the integration
    • This should not be your Pruvan username
  4. Create a new password
    • This should not be your Pruvan password
  5. Click Save
  6. Open a new tab on your browser and log into Pruvan.com
  7. Click Integrations from the bottom of the side menu
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  8. Click New on the Integrations page to create a new integration
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  9. For the Integration Type click the dropdown and select M&M Mortgage Services
  10. Enter MMM as the Integration Label
  11. OPTIONAL - Enter M&M Mortgage Services as the Customer
  12. Make sure integration is Active
  13. Click Next
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  14. Enter the Username and Password that you created in M&M
  15. Click Validate and make you get a green Success
  16. Click Next
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  17. Optional - Set the Default Assigned To to your username if you would like the orders to auto assign as they import
  18. Click the View Push Key button
  19. Click Copy to Clipboard
  20. Click Save
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  21. Go back to the M&M website and paste your Push Key from Step 19 into the Push Key field
  22. Click Save once more

 

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