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


Step 1: Complete your Personal Info and upload a Profile Image.
Step 2: Enter your personal State Licenses.
Step 3: Set your Team.
Step 4: Set up E-Signing.
Step 5: Enter your personal credentials for your Credit Vendors, DO, and LPA.
Step 6: Connect your Email Account.


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