Agent/ Lender Access Training Course (video)

Basic training for Agents and Lender access. Training webinars are held live twice per week. To attend a live session, access your Help section or CLICK HERE.

We will cover these topics: 

  • Getting Started  
  • Managing Leads & Contacts 
  • Understanding email Templates 
  • Action Plans 
  • Organizing your pipeline with Stages 
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