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Introduction

Welcome To The Course

A Message From Our Founder & CEO

Level 1: Customize & Configure Your CRM & LOS Foundation

Users - Permissions & Notifications

Hands On Assessment - Creating a User

Hands On Assessment - Creating a Branch

Loan Programs

Hands On Assessment - Loan Programs

Required Documents

Hands on Assessment - Required Docs

Workflow Steps

Hands On Assessment - Workflow Steps

File Status (Loan Stages) & Sub Statuses

Hands On Assessment - File Status

Custom Loan Guidelines

Hands On Assessment - Custom Loan Guidelines

Form Fields

Hands On Assessment - Form Fields

Level 1: Exam

Level 1: Exam Question 1

Level 1: Exam Question 2

Level 1: Exam Question 3

Level 1: Exam Question 4

Level 1: Exam Question 5

Level 1: Exam Question 6

Badge Card

Level 1 (Hands On Course): Customize & Configure Your CRM & LOS Foundation

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