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

  1. Activation of account

Activation Of Account

  1. Setting up Profile

Profile

  1. Dashboard

Dashboard

  1. Pipeline

Import and add leads through Pipeline

  1. Manage Contacts(Borrowers and Partners)

Contacts

  1. Messages

Messages

  1. Calendar

Setting up Calendar

  1. Email

Sync Email

  1. Task

Tasks

  1. Dialer set up

Dialer

Dialer Settings Management

Dialer Reports

  1. My Team

My Team

  1. Vendors

Manage Vendors

  1. Settings

Settings Overview

  1. Support

Support

  1. Mortgage Calculator(Beta Feature)

Mortgage Calculator

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