Click on the checklist line items to expand them and view the corresponding video for that step.


Step 1: Add your organization’s other Users
Step 2: Complete your Organization Info
Step 3: Enter your company State Licenses
Step 4: Set up your Manual Lenders and confirm your Integrated Lenders are appearing
Step 5: Enter your Company Credentials for Credit Vendors, DO, and LPA


Need more training?

Check out our live training classes.

 VIEW EVENTS 

Watch a recording of our trainings.

 WATCH RECORDINGS 

Read our in-depth user guides (with video).

 READ GUIDES