Training Videos
Training videos
We all need a visual aid to help us on our journey; we have a selection below that may help!
New to the system?
- Getting started: Watch Video below:
Customer Email Journey
How to action mortgages:
The List View
Mark As Button
How does the data work?
- Load Approval: Watch Video
- Completions: Watch Video
- Reporting: Watch Video
Need a refresher?
- Training Refresher: Watch Video
You can also visit our FAQ section