What Does This Video Cover?
The Purpose of training first training video, is to provide you with an introduction into the fundamentals of BrokerEngine and FinanceVault.
By The End of the Video you will have a basic understanding of the following:
Dashboards
Tasks Lists and Filters
Creating a Card/Lead
Managing Notes
Viewing The History/Activity Log of a Card
FinanceVault/Document Collection
Don't feel shy! The sooner you can send a Document Request the better! Let's move away from relying on emails to collect documents.
I'm ready for Training 2! Lets Go!
Time Stamps
0:00 BrokerEngine Implementation Plan
3:40 BrokerEngine Dashboards Explanation
4:00 Leads and Deals Dashboard and Stages
4:50 The Golden Rules to BrokerEngine
5:30 Tasks Lists
5:55 Creating Filters for Task Delegation
7:38 Creating A New Lead
10:10 Client View Navigation
10:23 Editing Leads/Deal Name
11:04 Changing Stages from Client View
11:18 Client Side Bar
11:30 Applicant Details/Coapplicant and Guarantor
11:58 Funding Position
12:38 Communications Pane (Middle of Client View)
12:40 Adding Notes
13:00 Activity Feed (History Log)
13:22 Note Templates
14:12 Pinning Important Notes
14:33 Task Tab & Manually Creating Tasks
17:49 Lead Workflow and Workflow Overview Cheat Sheet
24:21 FinanceVault Introduction
25:12 FinanceVault Templates
25:20 FinanceVault Document Stacks
29:40 Client view of Document Request
31:50 Automatic PDF Conversion of Files
32:15 Rejecting/Approving Uploads in FV
33:23 Downloading Client Files from FV In Bulk
37:15 Training Call 2 Summary and Actionable Tasks