---
title: "Add"
slug: "contact-add"
updated: 2026-07-31T16:59:58Z
published: 2026-07-31T16:59:58Z
canonical: "docs.cotality.com/contact-add"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add

### Contact - Add

        Initialize a new client profile within the central database repository to configure system permissions, manage reverse prospecting enrollment, and establish communication defaults.

        

            
            

                
                
                    
                        
                        

From the Matrix™ navigation menu, hover the "My Matrix™" tab and select "Contacts".

                        

                    
                    
                        
                            
                                
                                

Click [here](/docs/contact-add#) to view the Add Contact image.

                            
                            ![Access Contacts Section](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/contacts-1.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A59%3A39Z&se=2026-11-06T01%3A59%3A39Z&sr=c&sp=r&sig=QapbV4UTzzzu7elMgAIrtevTw0ZIxv%2BTpnlbVzCDAsQ%3D)
                        
                    
                

                
                
                    
                        
                        

Select the "Add" button.

                        

                    
                    
                        
                            
                                
                                

Click [here](/docs/contact-add#) to view the Add Contact image.

                            
                            ![Access Contact Form](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/contact-add-2.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A59%3A39Z&se=2026-11-06T01%3A59%3A39Z&sr=c&sp=r&sig=QapbV4UTzzzu7elMgAIrtevTw0ZIxv%2BTpnlbVzCDAsQ%3D)
                        
                    
                

                
                
                    
                        
                        

From the "Add Contact" page, fill out all mandatory fields plus any optional fields.

                        

                    

                    

                        
                            
                                
                                

Click [here](/docs/contact-add#) to view the New Contact Form image.

                            
                            ![New Contact Form](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/contact-add-3a-d-4.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A59%3A39Z&se=2026-11-06T01%3A59%3A39Z&sr=c&sp=r&sig=QapbV4UTzzzu7elMgAIrtevTw0ZIxv%2BTpnlbVzCDAsQ%3D)
                        

                        
                            
                            
                                

**Mortgage Pre-Approval:** select the checkbox if this contact has been pre-approved.

                            
                            
                                
                                

This will be indicated in the listing agent's **Reverse Prospect** section.

                            
                        

                        
                            
                            
                                

**Enable Reverse Prospecting:** select the checkbox to show the listing agent that their listing has been sent to this contact.

                            

                            
                                
                                

The listing agent will only see your contact's associated **Ref#** to identify them.

                            

                            
                                
                                

For more information, see **Reverse Prospect** in the [My Listings](/docs/my-listings) section.

                            
                        

                        
                            
                            
                                

**Category:** select a category if you would like to organize this contact within a specific group.

                            
                        

                        
                            
                            
                                

**Salutation:** select a system salutation or create a custom one to include on outgoing system messages sent to this contact.

                            
                        

                    
                

                
                
                    
                        
                        

Select "Save".