A two-minute walkthrough of the SendGrid email integration: where the SMTP settings live in User Settings, how to pull your SendGrid username from the SMTP Relay integration guide, how to generate the API key that acts as your password, and how to set SendGrid as your default outbound email so every message the CRM sends goes out through your own sending domain.
By default, outbound email from a CRM goes out on shared infrastructure. Connecting SendGrid moves your sending onto an account you control, with your own authenticated domain, your own reputation, and your own deliverability reporting — opens, bounces, spam complaints, and suppression lists all in one place. For a loan officer, that is not a technical detail. Rate-drop alerts, Property Pulse reports, pre-approval follow-ups, and campaign emails only work if they reach the inbox. Sending from your own domain through a provider you own is the single biggest lever on that outcome.
Everything happens inside your own user settings, so each user on a team can connect their own sending account.
The username is not your login email — SendGrid issues the value you paste here on its SMTP Relay page.
These three values are the same for every SendGrid account.
SendGrid does not use your account password for SMTP. The password field takes an API key you create.
The last step is the one people forget: creating the provider stores the connection, but it does not change where your mail goes until you select it as the default.
The server is smtp.sendgrid.net. You can use port 25, 587, or 465 for SSL connections — 587 is the most common choice.
A SendGrid API key, not your SendGrid account password. Name the key inside SendGrid, click Create Key, copy it, and paste it into the Password field.
From SendGrid itself: open Email API → Integration Guide → SMTP Relay, and SendGrid displays the username to paste into the integration.
Creating the provider only stores the connection. Refresh the screen and select SendGrid as your default outbound email so the system routes sends through it.
Yes. The integration lives in each user's own User Settings, so every team member can connect their own sending account and default.
Email support@loanofficer.ai. Most failures come from a mistyped username or an API key that was regenerated in SendGrid after the integration was saved.
In this quick training, we'll connect your SendGrid email to LoanOfficer.ai. Start by opening your user settings. Under user information, scroll down to calendar and email integrations. Click add new, and for the provider name, enter SendGrid. The username comes from your SendGrid account, so head over to SendGrid, open the Email API section, and click integration guide. On this page, choose SMTP Relay. SendGrid gives you the username to use here. Copy it, then paste it into the username field. For the SMTP server, use smtp.sendgrid.net. For the port, you can use 25, 587, or 465 for SSL connections. For the email, use the address associated with your SendGrid account. And the password is an API key that you generate inside SendGrid. First, give your API key a name, then click create key. Once it's generated, copy the API key and paste it into the password field. With the SMTP details complete, click create provider. Refresh your screen, and your SendGrid account now appears in your integrations. Now select it as your default outbound email, so every message the system sends goes out through your SendGrid connection. That's it. If you have any questions, just email us at support@loanofficer.ai.