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