Michael Lindsey

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Activity overview

Latest activity by Michael Lindsey
  • Michael Lindsey created an article,

    Lender Submission API

    1. Lenders Tab
    2. Lenders Tab Overview

    Assumptions Desired lenders for submission are already available in the account Lender maintains an external system that handles and processes submissions. This system is capable of listening for ...

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  • Michael Lindsey created an article,

    How to Access the Centrex Academy

    1. Centrex Academy
    2. Centrex Software Training Academy

    The training academy video series is a guide to setting up your CRM. You will be configuring your CRM while you watch the videos. If you have not done so already, please take the following steps: ...

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  • Michael Lindsey created an article,

    Advance Submissions Report

    1. Reports Tab
    2. Reporting

    Location: Reports tab > Advance Submissions   Using the Advance Submissions Report Start by selecting the report type. This determines how the graph is displayed. Additionally, you can download ea...

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  • Michael Lindsey created an article,

    Creating a New Advance

    1. Advances Tab
    2. Start New Advance

    Step 1: New Advance Start by clicking New Advance from the Client Dashboard.   Step 2: Advance Assignments You will need to input the assigned Sales User, Funder, Underwriter and Closer.   Step...

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  • Michael Lindsey created an article,

    Advance Report

    1. Advances Tab
    2. Advance Information

    Location: Advances tab > Advance Report.   Using Advance Reports Metric 1 & 2: Here you have the ability to select specific metrics to report on. These metrics will display in the first two c...

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  • Michael Lindsey created an article,

    How to add a Lender

    1. Lenders Tab
    2. Lenders Tab Overview

    Lenders Tab The Lenders tab is where Lender (AKA: Funder) information is stored. From within this tab, you can Add and Edit Lenders, set up lender criteria, and set up lender API submissions.  You ...

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  • Michael Lindsey created an article,

    Advance Overview

    1. CRM Utilization by Industry
    2. Business Finance

    Explanations On Advance Start Up Page New Advance: Start by clicking New Advance from the Client Dashboard.   Advance Assignments Sales: Select the Sales User that is assigned to this advan...

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    • 1 follower
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  • Michael Lindsey created an article,

    System Tags

    1. Docs Tab
    2. Document Tags

    The following tags are available for the Business Loans File Type. Tags (AKA: Replaceables, Merge Fields, etc.) are used to automatically populate information from the CRM into Email and Document T...

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  • Michael Lindsey created an article,

    Advance Settings

    1. Advances Tab
    2. Advance Settings

    Location: Advances tab > Advance Settings Statuses and Status Changes See Article: Advance Statuses Pipelines See Article: Pipelines Role / User Access See Article: Pipelines Auto Assignm...

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    • 1 follower
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  • Michael Lindsey created an article,

    Advance Settings: Workflow

    1. Advances Tab
    2. Advance Settings

    Location: Advances tab > Advance Settings This article assumes that you have already set up your Advance Statuses. For information regarding creating or customizing Advance Statuses, please see ou...

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