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  MORTGAGE LEAD WIZARD — Quick Start Guide
  By HiRizzi | hirizzi.com
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STEP 1 — INSTALL
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1. Go to WP Admin → Plugins → Add New → Upload Plugin
2. Upload this zip file
3. Click "Activate Plugin"

STEP 2 — CONFIGURE
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Go to WP Admin → Mortgage Leads → Settings

Required:
  ✓ Set your notification email (you'll get an email on every lead)

Optional:
  ✓ Enable borrower auto-responder (sends confirmation to the lead)
  ✓ Twilio SMS — enter Account SID, Auth Token, From number
  ✓ CRM — enter HubSpot / Salesforce / Zoho API key

STEP 3 — ADD TO A PAGE
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Add this shortcode to any page, post, or widget:

  [mortgage_wizard]

That's it! The wizard is live.

NOTE: The free version captures your first 3 leads. After that, the form
shows an upgrade notice until you activate a license under
Mortgage Leads → License. Your first 3 leads are never lost or hidden.

STEP 4 — VIEW YOUR LEADS
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Go to WP Admin → Mortgage Leads → All Leads

You can:
  - View all submissions with full details
  - Search by name, email, or phone
  - Export as CSV

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  SMTP EMAIL (RECOMMENDED)
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For reliable email delivery, install one of these free plugins:
  - Brevo SMTP (formerly Sendinblue)
  - Fluent SMTP
  - WP Mail SMTP

Without SMTP, emails may land in spam.

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  NEED HELP?
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Support portal:   https://hirizzi.com/support
Custom work:      https://hirizzi.com/hire-me
Email:            support@hirizzi.com

Response time: within 24 hours on business days.
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