How to complete a Loan Application in Salesforce using the Point of Sale System (POS)

Modified on Thu, 15 Jun, 2023 at 12:01 PM

Here is an overview of how to complete a loan application in Salesforce:


  • Section 0:00 - 7:17 goes over submitting an application for the Borrower
  • Section 7:17 - 9:56 goes over submitting the portion of the application for the Co-Borrower / Co-Applicant





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