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v1.0
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v1.0

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
    • Loan Program Setup
    • Internal Loan Programs
    • CRA-3rd Party Integrations
  • 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
    • Sending out a term sheet or pre-approval
    • Using the pipeline to search, sort & export reports
    • Submit loans, track status & upload docs as a borrower
    • Sharing a Loan File
  • 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

  • Top FAQs
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Updated about 1 year ago