Quoting Scenarios in Salesforce (correspondent channel) (2)

Videos that will show you how to quote different scenarios in Salesforce. Keep in mind all of the quoting done in Salesforce is for our correspondent channel. Wholesale/Brokered Loans pricing is done through the lender Account Executive or directly in that lender's portal.

Running a Quote | Conventional Fixed Purchase Scenario

Modified on Sun, 30 Apr, 2023 at 6:36 PM
Running a Quote | Conventional ARM Purchase Scenario

Modified on Sun, 30 Apr, 2023 at 6:49 PM