Group 65
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Videos
Videos
Helpful Videos for common features
12 articles in this collection
Written by
Michael Claire
Main Dashboard
Written by
Michael Claire
Updated over a week ago
Creating Clients
Create a Client
Written by
Michael Claire
Updated over a week ago
Client Overview
Written by
Michael Claire
Updated over a week ago
Creating and Managing Loan Applications
Create a Loan
Written by
Michael Claire
Updated over a week ago
Loan Overview
Written by
Michael Claire
Updated over a week ago
Copy Income and Expense Data
Written by
Michael Claire
Updated over a week ago
Settings (Admin) Functions
Users and Roles
Written by
Michael Claire
Updated over a week ago
Scoring and Risk Management
Written by
Michael Claire
Updated over a week ago
Document Templates
Written by
Michael Claire
Updated over a week ago
Creating Workflows and Applying Rules
Written by
Michael Claire
Updated over a week ago
Currency Management
Written by
Michael Claire
Updated over a week ago
Employer Registry
Written by
Michael Claire
Updated over a week ago