KNOWING THE BASICS
- DOCUMENT AI
- Where can I find my login credentials?
- Create a strong password
- Creating a new Loan Request
- Adding a Client
- Adding a Property
- Adding Existing Credits
- Additional Financing Needs
- Liability Insurance
- The Financial Plan
- The Offer List
- The Offer List - Creating an Offer for One Product
- The Offer List - Creating an Offer with Multiple Products
- The Deed
- Organise your Team's Tasks
- Document Management - View, Add, Share and Upload Documents
- Data Connections
- How to manage statuses of loan requests?
- How to invite a Borrower to the Self-Service / Journey Builder