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

  1. Account Activation

Loan Officer Invitation by Super Admin and Account Set Up

  1. Setting up the 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

VIP Partner

  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 Officer Journey from “New” to “Closed”

  1. Mortgage Calculator(Beta Feature)

Mortgage Calculator

  1. Pay by Individual

Pay by Individual

  1. Pause and Resume campaigns

Pause and resume campaigns

  1. Bulk Upload

Bulk Upload

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