<aside> <img src="/icons/list_gray.svg" alt="/icons/list_gray.svg" width="40px" /> Table of Contents

• Super Admin
• Loan Officer
• Loan Officer Assistant
• Branch Manager
• Borrower
• Partner Journey
• Processing Manager
• Processor
• Realtor

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<aside> <img src="/icons/list_gray.svg" alt="/icons/list_gray.svg" width="40px" /> Branch Manager

1. Sign Up

Activation of Account

1. My profile

Profile

1. Getting started

Sync Your email

Setting up Calendar events

Add Tasks

To Add Partners In Pipeline

Import and Add Leads through Pipeline

Manage My Team

Messages

1. Manage contacts

Contacts

1. Manage Vendors

Vendors

1. Marketing Campaign Set Up

Marketing

1. Dialer set up

Dialer

Dialer Settings Management

Dialer Reports

1. Integrations set up

Integration

1. Manage and access settings

Settings Overview

1. Dashboard and Recent activities monitoring

Dashboard

1. Monitor Reports

Reports

1. Support

Support

1. Loan Processing

Loan Processing Journey from “New” to “Closed”

1. Mortgage Calculator(Beta Feature)

Mortgage Calculator

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