Set up and configure your CRM and LOS, including roles, permissions, loan programs, and workflows.

Create and manage loan files, use web forms, send e-sign docs, and track pipeline progress.

Share loan files with lenders and third parties, and add lenders to your marketplace.

Use advanced tools like auto-generated docs, email wizards, and automation with rules.

Manage loan files, perform mass updates, and handle subscription and email notifications.

Complete exams to reinforce knowledge at each level