Prospect
27
Category
RIN How-To
Prospect
27 Videos
RIN How-To
05:30
CANDID Digital Mortgage Application
04:24
Downloading RIN to Upload to LOS
1:13
Creating Text-Based Email Templates
3:18
Sending New Client Intro
1:00
Moving to PP Stage without Automation Sending Out
1:41
Sending New Client Agent Alert
1:27
Ordering Appraisal
2:19
Ratelock Expiration Date
1:38
'Nurture' Stage
1:30
'Dead' Stage
0:45
Adding Notes to A Buyer's Profile (Before Pre-Approval)
1:18
Downloading Pre-Approval Doc
1:28
Create new prospect from past client
0:59
Home Search Check-In & Best Practices for Pre-Approved Clients
3:05
Realtor-Generated Automated Pre-Approval Letters
1:54
Agent Portal Link
0:42
RIN Downloads
0:55
Swap-Borrower-and-Co-Borrower
0:50
Ordering Appraisal
2:19
Resend Buyer Profile
2:04
Contact Lost/ Lost to Lender
2:53
DNQ Stage
1:24
Resend Buyer Profile
2:04
PP Stage
3:32
New Stage
3:10
Docs Out Stage
2:02
CANDID Digital Mortgage Application
Daily Temp Email
Mass Email & Email Template Builder
Adding Assistant to Realtor Portal Access
Deal
12
Category
RIN How-To
Deal
12 Videos
RIN How-To
05:30
Downloading RIN to Upload to LOS
1:13
Creating Text-Based Email Templates
3:18
Create Deal Report
9:23
Ordering Appraisal
2:19
Ratelock Expiration Date
1:38
Submitting to Underwriting - Convert
1:17
Approved with Conditions
0:31
CTC Cleared to Close
0:49
Cancel a Contract to Close File
1:31
Agent Portal Link
0:42
RIN Downloads
0:55
Downloading RIN to Upload to LOS
How to Cancel a Contract to Close File
Creating Text-Based Email Templates
Creating a Report of Realtors
General
26
Category
CANDID Digital Mortgage Application
General
26 Videos
CANDID Digital Mortgage Application
04:24
Daily Temp Email
01:02
Mass Email & Email Template Builder
08:45
Adding Assistant to Realtor Portal Access
0:43
Downloading RIN to Upload to LOS
1:13
Creating Text-Based Email Templates
3:18
Grant Login Access to Candid Support
0:48
Adding a Processor
2:32
Create Deal Report
9:23
CANDID General Demo
29:49
Turning Task Emails On/Off
0:21
Home Page - Pipeline Overview
2:13
How to Reset Security Question
0:23
Best Practices with Activity Log
1:36
Best Practices for Recurring Tasks
1:14
Text Templates
2:27
CANDID Mobile App
1:12
Sending Mass SMS
1:49
Updating Client's Mailing Address
0:53
Running Reports in CANDID
3:52
Adding Assistants to Realtor Accounts
0:44
Today's Tasks Best Practices
2:00
Create new prospect from past client
0:59
How to Customize List View
2:40
How to Subscribe to Reports
3:09
Create and Edit List Views
5:11
Sending New Client Intro
Efficient Referral Partner Tips
Grant Login Access to Candid Support
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