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

</aside>

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

  1. Sign up

To Activate your Admin Account now!

  1. Setting up the profile

Profile

  1. Getting started

Sync your email 

Setting up Calendar events

Add Task

To Add Partners In Pipeline

Import and add leads through Pipeline

My Team

Messages

  1. Manage Contacts(Borrowers and Partners)

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 Processing “NEW” to “CLOSED”

  1. BOLT ON(Beta Feature)

Bolt On

  1. Mortgage Calculator

Mortgage Calculator(Beta Feature)

  1. Bulk Upload

Bulk Upload

</aside>