Client Management
- How To Customize Client Email Alerts
- Managing Client Quote Requests
- Set Client Engagement Instructions
- Import Fee On Client Profile
- How To Import Investor Exclusionary List
- How To Set Client’s EAD Credentials
- How To Add Branch For Clients
- How To Change Client's User Password
- How To Add New Clients
- How To Edit Client Details
- How To Manage Clients Fee Tables
- How To Delete a Client
- How To Backup Client Data
- How To Add New Wholesale Or Secondary Lender
- Set Up a Do Not Use (DNU) Appraiser List on the Client's Profile
- How To Add New Users For Clients
- Add Affiliated/Wholesale Lenders For Clients
- How To Set Client’s UCDP Credentials
- How To Delete Wholesale Or Secondary Lender
- How To Email Clients From The System
- How To Add Approved Appraiser For Clients