Using Eligible
- The Load Approval Feature Explained
- Training Videos
- Leads Lists - What Does it Mean?
- Training Webinars & Feature Updates
- How To Report Incorrect Client Data
- How to Upload Data to Eligible
- What Happens When Clients Log In?
- The Client Profile
- Client Email Examples
- The Mark As Button
- Quick Select
- Uploading Completions
- Consumer App Upgrade - What Changes for Business Users
- Solving Mortgage Preferential Rate For Tracker Mortgages
- Need help or support?
- Status Tags
- The Reporting Feature Explained
- 2FA (Two-factor authentication) for all Primis firms
- Suppression List
- Reporting for Advisers