Configuration Training

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Course Content

Admin Tab

Configuring User Roles 2 Topics

Lesson Content

0% Complete 0/2 Steps

Setting Up a User Role

Data Suppression

Configuring CRM Teams 1 Topic

Lesson Content

0% Complete 0/1 Steps

Creating Teams & Best Practices

Managing CRM Users 2 Topics

Lesson Content

0% Complete 0/2 Steps

Adding Users & General User Settings

Configuring Your SMTP Email Settings

Configuring Companies 1 Topic

Lesson Content

0% Complete 0/1 Steps

Adding Companies & Company Settings

Admin Settings 9 Topics

Lesson Content

0% Complete 0/9 Steps

Customer Portal Settings

Note Templates & Note Types

ClixSign Settings

Phone Integration Settings

Access Control Settings

Custom Field Management

Duplicate Management

Domain Management

Workflow

Configuring Your Workflow 1 Topic

Lesson Content

0% Complete 0/1 Steps

Configuring Your Workflow & Best Practices

Loan Settings

Status and Pipeline Management 2 Topics

Lesson Content

0% Complete 0/2 Steps

Create and Manage Loan Statuses

Create and Manage Pipelines

Loan Workflow 1 Topic

Lesson Content

0% Complete 0/1 Steps

Configuring Your Workflow & Best Practices

Loan Assignment Settings 1 Topic

Lesson Content

0% Complete 0/1 Steps

Create and Edit Loan Assignment Types

Additional Settings 4 Topics

Lesson Content

0% Complete 0/4 Steps

Locking & Restrictions

Data & Documents

Submission Settings

Custom Field Ordering

Loan Servicing Training

Payment & Syndication Settings 4 Topics

Lesson Content

0% Complete 0/4 Steps

Configuring Payment & Syndication Settings

Setting up Syndicate Partners / Payees

Syndicate User Setup

Transaction Subtype Setup

Advance Settings

Advances Statuses and Pipelines 2 Topics

Lesson Content

0% Complete 0/2 Steps

Statuses & Status Changes

Pipelines & Role / User Access

Advance Assignment Settings 1 Topic

Lesson Content

0% Complete 0/1 Steps

Auto Assignment & Advance Assignments

Advance Workflow 1 Topic

Lesson Content

0% Complete 0/1 Steps

Configuring Your Advance Workflow & Best Practices

Additional Settings 5 Topics

Lesson Content

0% Complete 0/5 Steps

Financials & Rules / Permissions

Submission Settings

Mappings, Loan Programs, Credit Pull

Automatic Conditions

Advance Servicing Training

Payment & Syndication Settings 5 Topics

Lesson Content

0% Complete 0/5 Steps

Transaction Subtype Setup

Configuring Payment Settings

Configuring Syndication Settings

Setting up Syndicate Partners / Payees

Syndicate User Setup

Lenders Tab

Lender Management 1 Topic

Lesson Content

0% Complete 0/1 Steps

Adding Lenders to Your CRM

Lender Matchmaking Tool 1 Topic

Lesson Content

0% Complete 0/1 Steps

Adding Lender Guidelines

API Lender Setup 2 Topics

Lesson Content

0% Complete 0/2 Steps

Available Data Fields

Configuring White Labeled CRM Login Pages

How to Setup Your Custom Login Page 1 Topic

Lesson Content

0% Complete 0/1 Steps

Configuring Your DNS Settings

Previous PostUser Training

Dedicated Finance CRM for Brokers and Direct Funders and Lenders

Empowering your business to build more intelligent and engaging relationships with your customers using finance technology.

3090 Pullman St, Suite F
Costa Mesa, CA 92626
(888) 622-5810
Sales@CentrexSoftware.com