This training sessions explains how to take a deal from Approved > Complete and collect all conditions and docs using the Client Portal.
- Enhanced 2022 Promo
- Enhanced Package / Add-On Services
- Modern or Classic Deal Screen View
- Tailor Your Settings
- Connect Your Email
- Email Signature
- Calendar Sync / Options
- Create Conditions List
- Email Conditions List
- Upload / Convert Documents
- Client Portal
- Direct Document Submission
- Manage Deal Statuses – From Lead To Complete
- Summary of conditions, docs and deal statuses
- eSign
- eSign Instructions For Your Client
- EZ Account Access (collect client’s bank statements online)
- Delete / Cancel a Deal or Contact
- Intermediate
Summary of conditions, docs and deal statuses