General
Video Tutorials
- Custom filters
- Pausing lead delivery
- How to use loan pricer
- Creating and editing fee sets
- Applying a fee set
- How to send a quote from loan pricer
Account Maintenance
- LoanTek User Roles
- LoanTek Terms and Conditions
- Add new user
- Changing your password
- Edit User Information
- How to Pause a User's Lead Delivery
Emails and Campaigns
Lead Manager
- Exporting Leads to CSV
- Adding a New Contact
- Adding a reminder to a lead
- Bulk Importing Leads
- Changing a status of a lead
- Creating a Custom Filter
Quoting
- Add new investor(s) to your account
- Adding New Fee Sets
- Adjusting your comp/margin
- Creating a lead in LoanPricer
- Delete investor(s) from your account
- Disable a lender