This training sessions explains how to take a deal from Approved > Complete and collect all conditions and docs using the Client Portal.
- Tax Documents Request
- Enhanced Bundle/Add-On Services
- Modern or Classic Deal Screen View
- Tailor Your Settings
- Connect Your Email
- Email Signature
- Client Portal
- Calendar Sync / Options
- Create Conditions List
- Email Conditions List
- Property Validation
- Upload / Convert Documents
- Direct Document Submission
- Direct to Solicitor (Documents)
- Solicitor Direct Connect
- Manage Deal Statuses – From Lead To Complete
- Summary of conditions, docs and deal statuses
- eSign (DocuSign)
- EZ Account Access (collect client’s bank statements online)
- Delete/Cancel an Application or Contact
- Intermediate
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Summary of conditions, docs and deal statuses