Course curriculum

    1. Exporting Data From Velocity

    2. The Velocity Exported File

    3. Exporting Data from Filogix

    4. The Filogix Exported Data

    1. 1 - Understanding Blu_ Overview of Mortgages and Borrowers - Jan 7 2025

    2. 2 - Overview of Blu_ Borrowers Module - Jan 7 2025

    3. 3 - Overview of Blu_ Mortgage Module - Jan 7 2025

    4. Client Journey - Borrower & Mortgage Intro

    5. Borrower Profile

    6. Borrower Stages

    7. Email Drips and Campaigns

    8. Tracking Commission

    9. Tracking Appraisals

    10. Tracking if the Solicitor has been instructed

    1. Zoho Sign Basics

    2. Zoho Sign - Templates and sign links

About this course

  • Free
  • 16 lessons
  • 4 hours of video content

Discover your potential, starting today