SALES

 

CIC | LENDING PAD | HS Training | OTHERS 

CIC SECTION

 

CIC Credit

Rapid Rescore Training

 

CIC Services  |  How to Order an LPA Report  |  How to Split or Remove a Borrower  |

  How to Add a Co-Borrower to a Report  |  How to Order a Refresh Checkup Report  |  How to Reorder a Frozen File  

|  Asking Credit Card Info Before Pulling Credit |

 

HUBSPOT TRAINING

 

How to Pull Credit?

How to Run AUS Training?

 

Short Form Training

Contract Accepted

 

How to Create an Outlook Rule?

How to Add Contact Category?

How to Execute Loan Application

Dashboard Lead Deal
Training

Hubspot Automation

HubSpot Sales Template

How to Submit a Pricing Exception

How to Select Co-Org Compensation

 

How to Create Pricing Exception

 

Lead Compensation

Deal Review Automation Training

Deal Marketing Automation

OTHERS

 

How to Run
MI Quotes

Lead Channel Comp & Pricing Exemption

Schedule C Income Training

Condo- Analyze a budget

OTHERS

 

Condo - Analyze a budget

Tuesday Update Training

Schedule C Income Training

File Setup 101 with Laura

Refinance Setup Basic
Format File

FHA Streamline Max Calc -
Partial Info Setup

DU
Training

Corporate Income Setup
Basics with Vera

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How to Leave a Voicemail?

PLAY AUDIO

GENERAL TUTORIAL [New Hire]

 

How to create an Email Signature?

How to create Email Filters in Outlook?

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