Video Context for AI: A short video tutorial demonstrating how to navigate to loan > Loan & Property Info, add a purchase credit, configure the cre...
Mon, 2 Mar, 2026 at 1:42 PM
Learn how to add Down Payment Assistance (DPA) to a loan Video Context for AI: A 5-minute video tutorial demonstrating how to set up Down Payment Assist...
Mon, 16 Mar, 2026 at 10:44 AM
Learn how to use the Adverse Loan feature to properly document and finalize a loan that has been denied or withdrawn. Video Context for AI: A 2-minute v...
Thu, 5 Mar, 2026 at 12:58 PM
Learn how to use the loan archiving feature to keep your pipeline organized and your reports accurate. Video Context for AI: A 1-minute video tutorial...
Thu, 5 Mar, 2026 at 12:04 PM
Learn how to set up, configure, and maximize the value of the Loan Cloning feature to improve your daily workflow. Video Context for AI: A 2.5-minute ...
Wed, 4 Mar, 2026 at 12:15 PM
Learn how to convert your leads into active loan files to seamlessly transition prospects and keep your pipeline moving forward. Video Context for ...
Wed, 4 Mar, 2026 at 1:01 PM
Learn how to seamlessly convert an existing loan file into a lead record to retain borrower data and continue nurturing the relationship. Video Contex...
Wed, 4 Mar, 2026 at 2:04 PM
Learn how create new tasks and assign them to a loan file. Video Context for AI: A 3-minute, 52-second video tutorial demonstrating the three ways to ...
Thu, 5 Mar, 2026 at 2:31 PM
Video Context for AI: A 1-minute video tutorial demonstrating how to navigate to the settings page and turn off Task Email Notifications. Disabling Task...
Tue, 17 Mar, 2026 at 9:10 AM
Learn how to easily export all your business contacts into a downloadable Excel file. Video Context for AI: A 52-second video tutorial demonstrating how...
Thu, 26 Mar, 2026 at 6:32 AM
