User Training

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Not Enrolled

Price

Free

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Course Content

Guidelines Tab

Setting Up Your Guidelines Tab 1 Topic

Lesson Content

0% Complete 0/1 Steps

Creating Content & Categories

Contacts Tab

Loading Contacts 5 Topics

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0% Complete 0/5 Steps

Creating & Editing Forms and Custom Fields

Entering New Contacts

External Form Setup

Import Data Source

Webform Data Sources

Data Management 2 Topics

Lesson Content

0% Complete 0/2 Steps

Creating Custom Lists

Using List Filters

Client Dashboard 16 Topics

Lesson Content

0% Complete 0/16 Steps

Good To Know – Status Changes, Assignments, Editing Contact Information

Sending an External Form Request

E-Marketing Nested Tab

Credit Card Nested Tab

Bank Account Nested Tab

Lenders Nested Tab

Sending a ClixSign Document

Loans Tab

Loans Tab Overview 1 Topic

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0% Complete 0/1 Steps

Navigating Through the Loans Tab

Nested Loan Tabs 5 Topics

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0% Complete 0/5 Steps

Loan Submissions 1 Topic

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How to Make a Submissions

Funding a Loan 2 Topics

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0% Complete 0/2 Steps

Creating Loan Offers & Amortization Calculator

Amortization Calculator

Advances Tab

Advances Tab Overview 1 Topic

Lesson Content

0% Complete 0/1 Steps

Navigating Through the Advances Tab

Nested Advance Tabs 10 Topics

Lesson Content

0% Complete 0/10 Steps

Underwriter Notes Tab

Commissions Tab

Participation Tab

Submissions 1 Topic

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0% Complete 0/1 Steps

How to Make a Submission

Funding a Deal 1 Topic

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0% Complete 0/1 Steps

Pricing Calculator & Funding Information

Transaction Management 8 Topics

Lesson Content

0% Complete 0/8 Steps

Payments Tab

Adding / Clearing a Transaction

Adding a Fee

Manipulating Account & RTR Balance

Client Refunds

Adding an Early Payoff Discount

Best Practices For Producing Syndicate / Investor Splits

Renewals / Refinance

Calendar Tab

Calendar Events 2 Topics

Lesson Content

0% Complete 0/2 Steps

Scheduling Events & Editing Event Types

Availability Schedule & Subscribing to a Calendar

CRM Tasks 2 Topics

Lesson Content

0% Complete 0/2 Steps

Creating Task Items

Task Settings

Accounting Tab

Transaction Reports 1 Topic

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0% Complete 0/1 Steps

Creating Transaction Reports

Report View 1 Topic

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0% Complete 0/1 Steps

Report View Functionality

Nacha Files 1 Topic

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0% Complete 0/1 Steps

Generating Nacha Batches

Docs Tab

Creating a New PDF Document 4 Topics

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0% Complete 0/4 Steps

Uploading & Building a PDF Document

Document Categories & Types

Document Packages

HTML Document Builder

Files Tab

File & Media Library 1 Topic

Lesson Content

0% Complete 0/1 Steps

Storing Files in Your CRM

E-Marketing Tab

Creating Email Templates 1 Topic

Lesson Content

0% Complete 0/1 Steps

How To Create Email Templates

Setting up Email Senders 2 Topics

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0% Complete 0/2 Steps

Configuring SMTP Settings

3rd Party Server Integration

Scheduling Campaigns 1 Topic

Lesson Content

0% Complete 0/1 Steps

Setting up an Email Campaign

SMS Tab

Connecting Your Twilio/Ytel SMS Account 1 Topic

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0% Complete 0/1 Steps

Entering Your Twilio / Ytel Account Credentials

SMS Tab Overview 3 Topics

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0% Complete 0/3 Steps

Manage Your SMS Phone Numbers

Manage Your SMS Templates

View / Schedule SMS Campaigns

Reports Tab

Report Builder 7 Topics

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0% Complete 0/7 Steps

Advance Submissions Object

All Transactions Object

Admin Tab

Adding and Suspending Users 3 Topics

Lesson Content

0% Complete 0/3 Steps

How to Add Users

How to Suspend Users

Configuring User Settings

Adding Companies 2 Topics

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0% Complete 0/2 Steps

How to Add Companies

Managing Company Types

Configuring CRM Teams 1 Topic

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0% Complete 0/1 Steps

How to Create User Teams

Configuring Email Settings 2 Topics

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0% Complete 0/2 Steps

Configuring Your Google/Gmail Account

Configuring Your SendGrid Account

CRM System Log 1 Topic

Lesson Content

0% Complete 0/1 Steps

How to Use the System Log

Course Content

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