Tutorial 1.
Introducing MortgageBOSS™
This is an introduction to MortgageBOSS™ and gives you an introduction into the features of the system.
 
Tutorials:
1. Introducing MortgageBOSS™
2. Logging in the first time
3. Interface Overview
4. Customizing MortgageBOSS™
5. Setting up KPI's
6. Syncing Contacts & Appointments in BOSS
7. Updating Contact Info and Picture
8. How to Create an Email Signature
9. How to add a To-Do
10. How to add a contact
11. How to add a deal
12. How to Work with Online Applications
13. How to add an attachment
14. How to Get Paid
15. How to add an expense
16. Organizations
17. Introduction to the SuperAPP
18. Building a Contact View
19. Attaching activities to contacts
20. Shared & Preset Deal Views
21. Building a Deal View
22. Preset Deal Buckets
23. How to Use Application Rules
24. How To Use Lender Logic
25. Credit Connect
26. Customer Document Upload
27. Services Tab
28. How to Print Creditor Life Insurance Form
29. How to use CMHC emiliTracker
30. Managing Your Customer Index
31. How to use the HUB (Corporate Agent)
32. How to use the HUB (Franchise Agent)
33. Hub Conditions Checklist
34. Reading Your Balance Statement
35. Building Activity Report
36. How to Pull the FSCO AIR Report
37. How to Use the Communication Tab
38. How to Activate and Deactivate Automated Communications
39. How to Invite Contacts to Receive Communications
40. How to See Who is Receiving the Automated Communications
41. Cleaning Your Contact Database
42. Creating an Email Template
43. Mail Merge
44. How to Create a Print Template
45. How to Print a Template
46. How to Use the Mass Emails Report
47. Follow Up Programs - Inspire, IMPACT & IMPACT Ultra
48. Communication Wizard
49. Introducing the Lions Share Module
50. Lions Share Module
51. Navigating in the Lions Share Module
52. Lions Share Prospects
53. Lions Share and Existing Deals
54. Lions Share Knowledgebase
55. Lions Share To-Dos
56. Lions Share Options
57. Lions Share Active Files
58. Money Market
59. Updating Website Contact Info
60. Updating Social Media Feeds
61. Updating Website Content
62. Updating Website Home Page Buttons
63. Credit Card - Current Deals
64. Credit Card - Past Customers
65. Credit Card - Email Notification
66. Unsecured Loans
67. APV Purview
68. How to Use the Volume Reports
69. How to Use the Credit Bureau Driven Application
70. How to Submit a Deal to a Direct Lender
Testimonials:

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