Status Flow of a Deal
Sharing a Deal
How do I Change the Status of the Deal?
Cancelling a Deal
Editing Deal from Task List
Re-Activating a Deal
Assigning an Appraiser, Referral Source or Solicitor to the Deal
Exporting Deals with Deal Copy Utility
Importing Deals with Deal Copy Utility
About the Deal Copy Utility
Where is the Status of the Deal Displayed?
Deal Finalize
Deal Access Rights
Deal Finalize Task
Opening Concurrent Deals in Multiple Windows
Filtering Deals in Workspace
Sorting Deals in Workspace
About the Deal Copy Utility
Exporting Deals with Deal Copy Utility
Importing Deals with Deal Copy Utility
Deal Finalize
Deal Finalize Task
Deleting a Mortgage
Deleting an Applicant Pair
Mortgage Forms and Documents
Submitting Documents to Lender's Exchange Site
How Document Storage Folders are Created in Exchange
Combining PDF Documents
Editing Deal from Task List
Editing a Participant
Electronic
Accepting an Electronic Lender Response
Submitting Electronically to Financial Institution
Submitting Electronically to Private Lender
Submitting Electronically to Financial Institution
Submitting Electronically to Private Lender
Entering a Cashback Amount
Entering Applicant Assets
Entering Applicant Identification
Entering Applicant Mailing Address
Entering Other Income for Applicant
Entering Qualifying Details
Entering Brokerage Fee or Finders Fee
Entering a Down Payment
Entering Agent Deductions
Entering Applicant Employment Details
Entering Applicant Current Address and History
Entering Applicant Personal Details
How Document Storage Folders are Created in Exchange
Opening Exchange
Entering Existing Properties of Applicant
Existing Property - Mortgage
Adding a Private Lender to Expert
Navigating Expert
Accessing inContact NEXA from Expert
Adding an Appraiser, Referral Source or Solicitor to Expert
Expert Quiz Review
Submitting Electronically to Financial Institution
Submitting Manually to Financial Institution
Viewing History of Application
Entering Applicant Current Address and History
Selecting Credit Bureau Report to Submit to Lender
Submitting to the Lender
Adding a Manual Response Received from Lender
Lender Status
Lender Transactions Report
Submitting Documents to Lender's Exchange Site
Lender Products Link
Lender Creditor Insurance
Selecting Credit Bureau Report to Submit to Lender
Submitting to the Lender
Breaking Link to a Co-Brokered Mortgage
Creditor Insurance Link
Submitting Manually to Financial Institution
Submitting Manually to Private Lender
Manually Signing Off
Submitting Manually to Financial Institution
Submitting Manually to Private Lender
Existing Property - Mortgage
Deleting a Mortgage
Unassigning Applicants from Mortgage
Co-Brokering a Mortgage
Mortgage Forms and Documents
Mortgage Life and Disability Insurance
Mortgage Isolator
Mortgage Analyzer
Entering Mortgage Information
Entering Mortgage Request Details
Opening the Trade Record Sheet
Opening Exchange
Opening a Recent Application
Opening Concurrent Deals in Multiple Windows
Options
User Associations and Options