For Lenders

This section describes Business Suite functionality available to lenders. The following videos present a brief overview of Lender lead flow and set-up.

Lender: Lead Flow

Lender: Set-up

See Also

• Contacts - Lender
• Contact Status - Lender
• Built-in Status Type - Lender
• Custom Status Type - Lender
• Contacts - Lender
• Share Comments
• Reminders - Lender
• Admin - Lender
• Alerts - Lender
• Welcome Email