1. Introducing MortgageBOSS™
This is an introduction to MortgageBOSS™ and gives you an introduction into the features of the system.
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2. Logging in the first time
In this tutorial you will learn how to log into MortgageBOSS™ and change your password.
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3. Interface Overview
In this tutorial you will learn about the user interface for MortgageBOSS™, and where to find the settings and modules.
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4. Customizing MortgageBOSS™
In this tutorial you will learn hot to customize MortgageBOSS™.
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5. How to add a contact
Directions on how to add a contact.
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7. How to add an attachment
Instructions on how to add an attachment to a deal
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8. How to add use the Invoice Checklist
An explanation of what the invoice checklist is and how to use it
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9. How to use the HUB (Corporate Agent)
Instructions on how to work with the HUB as a corporate agent
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10. How to use the HUB (Franchise Agent)
Instructions on how to work with the HUB as a corporate agent
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11. How to add an expense
Instructions on how to add an expense
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12. How to add a To-Do
Directions on how to add a To-Do
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13. Introduction to the SuperAPP
An overview of the SuperAPP, its features and interface.
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