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User Manual

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GETTING STARTED

Introduction
Key Features
Users & Permissions
- How to add or remove users
- User Permissions
Plans & Billing
Data Management, Security & Privacy

SETTING UP THE PLATFORM

Overview
- Account Setup: Onboarding Checklist
Company Information
Required Docs
Document Library
- Doc Wizard- Google Docs & Sheets Integration
- Custom Docs with E-sign
Workflow Steps
File Status/Loan Stages
- Sub Status aka Tags
Webforms & Logins
Loan Guidelines
File Tab Display Order
Form Fields- Quick & Full Loan App and other tabs of loan file
Automations
Loan Servicing
Lender/Investor Marketplace
Pricing Engine
White Labeling/Private Labeling the Platform
Website Templates

USING THE PLATFORM

Working from the dashboard
Originating a Loan: All User Types
Using the CRM features
Using the Marketplace
Using the Pricing Engine
Using the Loan Servicing platform
Managing productivity of all users.

INTEGRATIONS

Hard Pull Tri-Merge Credit
Soft Credit Pull
AVM ordering
Background Reports
Flood Cert Ordering
Lead/Deal/Loan API posting
Doc Storage- Box, DropBox, Google Drive

FAQS & TROUBLESHOOTING

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Updated over 2 years ago