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