Sign In
Lessons
Lesson 1: My Account
Lesson 2: Files
Lesson 3: Photos
Lesson 4: Contacts
Lesson 5: Mail
Lesson 6: Pages
Lesson 7: Sitebuilder
Step 1
Step 2
Step 3
Step 4
Step 1
Step 2
Step 3
Step 4
Step 1
Step 2
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 1
Step 2
Step 3
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Search
Contacts Live
>
Virtual Tour
>
Lessons
>
Lesson 2: Files
>
Step 3
Lesson 1: My Account
Lesson 2: Files
Step 1
Step 2
Step 3
Step 4
Lesson 3: Photos
Lesson 4: Contacts
Lesson 5: Mail
Lesson 6: Pages
Lesson 7: Sitebuilder
This is an example of how to use Contacts Live Files in a simple '
Loan Processing System'
. We have provided some sample client folders for you to store your loan documents.
When you are finished with this page, click on Step 4 to continue.
#
1
Click Here: How to Read this Page: What I am looking at
#
2
Click Here: How we uploaded the 4 Loan Processing Document files.
#
3
Click Here: How we created 'My Links' for the four Loan Processing Document files.
Step 3: Loan Processing Example