Eligible Knowledge Base
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Using Eligible

  • The Load Approval Feature Explained
  • Training Videos
  • Leads Lists - What Does it Mean?
  • 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
  • Solving Mortgage Preferential Rate For Tracker Mortgages
  • Consumer App Upgrade - What Changes for Business Users
  • Need help or support?
  • The Reporting Feature Explained
  • Status Tags
  • Suppression List
  • 2FA (Two-factor authentication) for all Primis firms
  • Getting The Best Out Of The System
  • Client Sign-Up: How it works
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  • All About Data
  • Setting up Eligible
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