Loan Officer Training Journey
- Tristy Lee (Unlicensed)
- Ardith Sinykin (Unlicensed)
- Nathan Hayes
Unlock the Power of Insellerate
Get started on your journey today...
Training helps you get started quickly on the path to success.
All videos are less than ten minutes.
You can search pages by topic; there will be videos to refer back to them in the future.
Welcome to Insellerate
Training Success Tips
Using the Help Center
Insellerate Overview
Overview of Desktop
Desktop Login
Passwords
Logout and Session Timers
Windows Notifications
Mobile App Quick Start
Main Dashboard
Using the Main Dashboard
Navigation | Settings | Controls
Main Menu Bar
Controls: Leads and Calls
User Profiles
User Preferences
inFlow
inFlow Overview
Searching Applications
Searching Direct Mail
(Only for clients using Direct Mail as a lead generation source)
Pipeline Panel Overview
Creating a Lead
Pipeline Panel
Alerts
Pipeline Panel
Managing Follow-Ups
Pipeline Panel
Calendar
Pipeline Panel
Open Leads
Pipeline Panel
Unassigned Leads
Pipeline Panel
LOS Status Sections
Pipeline Panel
Application Panel Overview
Applications Workflow
Application Panel:
Status and Activities
Action Tools Overview
Application Panel
Click-To-Call
Application Panel
SMS | Text
Application Panel
Set a Follow-Up
Application Panel
Notes
Application Panel
Export Action Tool
Application Panel
Property Info
Application Panel
No Sale | DNC Action Tool
Application Panel
inFlow - Partner Workflow
Partner Workflow Overview
Partner Workflow
Creating a Referral Partner Using the Web App
Partner Workflow
Creating a Referral Partner Using the Mobile App
Partner Workflow
Associating Leads to Referral Partner
Partner Workflow
Associating Leads to Referral Partners Using the Mobile App
Partner Workflow
Viewing Leads Associated with your Referral Partner
Partner Workflow
Viewing Leads Associated with your Referral Partner Using the Mobile App
Partner Workflow
Real Estate Agent Report
Partner Workflow
Referral Partner Report
Partner Workflow
inSight
My Pipeline
AgentConnect
AgentConnect
Overview
User Profile: 1 Time Setup
Accessing AgentConnect
Main Menu
My Loan Programs & My Rates
My Flyers: Static Flyers
My Flyers: Manual Flyer
My Flyers: Listing Search
My Flyers: Shared Listings
Property Website Landing Pages
My Network - Inviting Real Estate Partners
How-To for Real Estate Partners
AgentConnect Live Demo