Team Manager or Loan Officer Assistant Features

How to Export Marketing Overview Reports
NOTE: You must have Mortgage Sales Manager administrative access to view your marketing overview reports. Using the Marketing Overview Reporting allows ...
Wed, May 13, 2020 at 3:22 AM
How to Manage Teams
NOTE: You must have Mortgage Sales Manager administrative access to manage your teams.  Managing Teams allows you to log into your team members' acc...
Wed, May 13, 2020 at 3:22 AM