Help Topics
- Automatically remove Non Public Information (NPI) data from leads
- How do I retrieve a lead from a queue?
- Can fees be marked as POC or Lender Paid?
- Can I export a lead in Fannie Mae 3.2 format?
- Tracking items and reminders
- Can I import leads?
- What are lead management rules and how do I create one?
- What are queues?
- What are distribution lists?
- What are lead campaigns?
- How do I create a loan proposal or loan comparison?
- How do I add or edit fees for a financing scenario?
- Do I have to display 4 financing scenarios on a loan comparison?
- How do I print, email or save a proposal as a PDF?
- How do I enter payoffs for a refinance?
- How do I add, edit or delete lead sources, statuses, marketing codes?
- How do I enter upfront MIP for an FHA loan?
- Can I add notes or comments for a lead?
- How can I view the history for a lead?
- Can I export the history for a lead?
- Is there a full 1003 loan application?
- How do I export a pipeline report?
- Can I customize the data columns in my pipeline view?
- Can I update the status, probablity or priority for more than one lead at a time?
- How do I reassign a lead to another user?
- How do I edit a lead?
- Can I copy a lead?
- Can I export a specific lead in Fannie Mae Mismo 2.3.1 format?
- How do I search for a lead?
- How do I create a new lead?