Video Resources
The below video on the pipeline view covers the loan pipeline view, as well as starting a new application for a borrower, importing a file from Encompass, and importing a file from a 3.4 file.
The below video covers sorting the pipeline view via filters, creating new smartviews to quickly sort the pipeline, and editing existing smartviews.
The below video gives a quick overview of what is displayed when opening a loan file, and covers actions available at the top bar of the application file.
The below video gives an overview of the application and borrower tasks tabs within the application view, which are used for reviewing the application, entering any additional information into the file, and viewing borrower progress.
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