New Employee Onboarding

Created by Rick Reach, Modified on Wed, 2 Jul at 11:08 AM by Rick Reach

Welcome to our Coast2Coast Mortgage Family!

Below are instructions to help you get set up quickly. If you need any additional assistance getting set up, please email support@coast2coastml.com and we will be more than happy to help!

Setup Your New Microsoft Office 365 Account (Email, etc.)

Head to http://www.office365.com
Click on the “sign in” icon (avatar with a +) at the top-right corner
Enter your new email address from above and click on the blue “Next” button
Enter C2CFlorida123 and click on the blue “Sign in” button
Follow the prompts to set up Multi-Factor Authentication
- For Apple: Microsoft Authenticator - Apple App Store Link
- For Android: Microsoft Authenticator - Google Play Store Link
Once the Microsoft Authenticator has been set up, you will now create a new password for your Microsoft Office 365 account. Enter C2CFlorida123 as the current password and then create a new password.
Once created, you can choose to stay signed in to the new account.

Install Microsoft Office 365 Apps (If needed)

Microsoft Office 365 | Microsoft Windows 10/11

Head to http://www.office365.com and sign in at the top-right (or click on your account in the top-right corner and click “View Account”)
Click the “Install apps” button at the top-right
Click on “Premium Microsoft 365 Apps” from the drop-down
Once downloaded, run OfficeSetup.exe from wherever it was downloaded on your computer and complete the setup process
Once the Microsoft Office 365 suite has been installed, open Microsoft Outlook
Run the setup process by adding the user’s new email account
Pin Microsoft Outlook to the Windows taskbar

Microsoft Office 365 | Apple Mac OS

Head to http://www.office365.com and sign in at the top-right (or click on your account in the top-right corner and click “View Account”)
Click the “Install apps” button at the top-right
Click on “Premium Microsoft 365 Apps” from the drop-down
Once downloaded, run the setup file from wherever it was downloaded on your computer and complete the setup
Once the Microsoft Office 365 suite has been installed, open Microsoft Outlook
Run the setup process by adding the user’s new email account
Option-Click/Right-Click the Microsoft Outlook icon on the dock and select Options and then “Keep in Dock” to keep the icon available in the dock

Install Microsoft Teams | Microsoft Windows 10/11

Head to https://www.microsoft.com/en-us/microsoft-teams/download-app
Click on the “Download app for desktop” button
Click on the “Download the new Teams app” button
Click on the appropriate version for your system from the drop-down (Most likely Download for Windows (64-bit)
Once downloaded, run the setup file from wherever it was downloaded on your computer and complete the setup process
Once installed, open Microsoft Teams
Run the setup process by adding the user’s new email account and sign in
Pin Microsoft Teams to the Windows taskbar

Install Microsoft Teams | Apple Mac OS

Install Option 1

Head to https://www.microsoft.com/en-us/microsoft-teams/download-app
Click on the “Download app for desktop” button and click on the “Download new Teams” button
Once downloaded, run the setup file from wherever it was downloaded on your computer and complete the setup process
Once installed, open Microsoft Teams
Run the setup process by adding the user’s new email account and sign in
Option-Click/Right-Click the Microsoft Teams icon on the dock and select Options and then “Keep in Dock” to keep the icon available in the dock

Install Option 2

Head to the App Store and search for “Microsoft Teams”
Click the blue “Get” button
Once installed, open Microsoft Teams
Run the setup process by adding the user’s new email account and sign in
Option-Click/Right-Click the Microsoft Teams icon on the dock and select Options and then “Keep in Dock” to keep the icon available in the dock

Install & Configure Microsoft Products | Android/Apple iOS

Microsoft Outlook Mobile | Android

CLICK HERE to go to Microsoft Outlook in the Google Play Store
Once installed, run Microsoft Outlook on the mobile device
Follow the prompts to login to the app using the user’s new email account

Microsoft Teams | Android

CLICK HERE to go to Microsoft Teams in the Google Play Store
Once installed, run Microsoft Teams on the mobile device
Follow the prompts to login to the app using the user’s new email account

Microsoft Outlook Mobile | Apple iOS

CLICK HERE to go to Microsoft Outlook in the Apple App Store
Once installed, run Microsoft Outlook on the mobile device
Follow the prompts to login to the app using the user’s new email account

Microsoft Teams | Apple iOS

CLICK HERE to go to Microsoft Teams in the Apple App Store
Once installed, run Microsoft Teams on the mobile device
Follow the prompts to login to the app using the user’s new email account

Setup Accounts | Google Chrome/Microsoft Edge

CIC Credit - Hard Pull Account

You will receive a “New User” email from CIC Credit containing a user name (won’t include “.spq” in the username). Keep note of this username.
In your list of emails either directly before or after the “new user” email, you should see an email to set a password. Click the link to head to the password setup.
Click the button at the top to generate the 4-digit setup PIN (will be received by text) . Enter the PIN and then check the box to register the computer on the network and press the button to continue.
Follow the instructions to set your new password.
Once set, click the link to head to the login page and enter the user name from the “New User” email - (won’t include “.spq” in the user name) along with your newly-created password.
Fill out the entire form – verify your current address, phone number, email address (you can change to your work email if set up using personal), credit card billing address, and credit card information.
Complete the agreement portion and continue to the account.

CIC Credit – Soft Pull Account

Follow the same exact instructions above to set up your soft pull account using the other “New User” email from CIC Credit – this time, the “spq” will be at the end of the username.

C2C Payroll Systems (If Applicable)

You will be set up with either an ADP or CoAdvantage account for Payroll.
Open the invite email and follow the included instructions to set up your account.

C2C Blaze Commission System (If Applicable)

You will be set up with a Blaze Commission System account.
Open the invite email and follow the included instructions to set up your account.

ARIVE (LOS)

Open the ARIVE invite email and click on the button to accept the invitation
Set up a new password for the account
Complete the Multi-Factor Authentication setup (Authenticator App/SMS)
Backup the ARIVE Recovery Key (Copy/Paste into an email or Notepad) and follow the instructions to continue.
Once completely logged in, click on the face/circle with initials in the top-right corner and click on “User Settings” from the drop-down
Add a photo and complete all applicable fields in “Personal Info”
From the left-hand menu, click “Email / SMS Config” and scroll to the bottom
Click on the “Connect” button next to “Microsoft Office 365” and follow the prompts
Click on “Credentials” from the left-hand bar
Click on “Credit Account” at the top bar then click the “+ Credit Account” button
Select “CIC Credit” from the drop-down menu and enter the hard pull username and new password (username WILL NOT include “.spq”).
Once complete, do the same for your soft pull account (username WILL include “.spq”) and add a check to the checkbox for Soft Pull Account and click “Save.”