Selling System
Learn our system to help you automate your database touches.
16 articles
Selling System Categories for Loan Officers - Cliff Notes
Selling System Deep-Divefor Loan Officers
Selling Features
Step-by-step instructions on how to use the sales tools.
How to use Event TagsHow to use Event Tags & How to create Event Tags
How To Bypass Uploading Contacts
How to Create Tasks?
How to Create a Follow-Up
How to Create an Activity
How to Use the Selling System
How to navigate the Selling tab
How to Create a Note?
How To Import Contacts For Specific Account
How To Create A Transaction?
Organize Your ContactsCategorize your contacts into our selling system
How to use a Milestones?
How to Add New ContactCategorize new contact
How to create a New sale?