Navigating the System

General

• MFA - Phone Setup
• Accessing Reporting

SoftPro Integration

• Navigating Portal Live Look (SP)
• Resending a Communication - SoftPro
• Pushing SoftPro Updates to the Portal
• Sending a Document for E-Signature (SP)

Admin

• Creating an Admin Account
• Downloading Completed Forms

RamQuest Integration

• Adding Additional Agents
• Sending a Document for E-Signature (RQ)

Identity Scan

• Understanding Early Scan & ID Verification Results
• Failed Early Scan or ID Verification?

Resware Integration

• Navigating Portal Live Look (RW)
• Sending a Document for E-Signature (RW)