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Launchpad Contacts
How to Create Household Contacts
Head of Household Contacts [Rev. 06/2020] (11:59)
Household Member Contacts [Rev. 06/2020] (7:09)
Financial Snapshots
Creating Financial Snapshots for All Household Members [Rev. 06/2020] (8:20)
Co-Borrowers
Adding a Co-Borrower [Rev. 06/2020] (1:30)
How to Pull Client Credit Reports
Start Here
Individual Credit Reports [Rev. 06/2020] (3:52)
Joint Credit Reports [Rev. 06/2020] (3:05)
Non-Client Contacts
How to Create a Non-Client Contact (2:17)
Prospect Contacts
How to Create a Prospect Client (2:09)
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Creating Financial Snapshots for All Household Members [Rev. 06/2020]
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