Using Salesforce (7)

Salesforce portal - borrowers portal

Borrower Portal - Let's demo the portal your Clients will use

Modified on Wed, 4 Jan, 2023 at 2:52 PM
Setting up your Salesforce (CRM) Login

Modified on Wed, 4 Jan, 2023 at 2:51 PM
Salesforce Mobile Application - Download and Login on your Smartphone (iPhone)

Modified on Fri, 3 Mar, 2023 at 2:29 PM
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
Adding a Co-borrower or Co-applicant to existing Salesforce record

Modified on Thu, 27 Jul, 2023 at 8:28 AM
Loan Workflow

Modified on Tue, 19 Sep, 2023 at 10:33 AM
How to add your Realtors to Salesforce

Modified on Mon, 29 Jan at 12:54 PM