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Lessons
Lesson 1: My Account
Lesson 2: Files
Lesson 3: Photos
Lesson 4: Contacts
Lesson 5: Mail
Lesson 6: Pages
Lesson 7: Sitebuilder
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Step 2
Step 3
Step 4
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Step 2
Step 3
Step 4
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Step 2
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Step 2
Step 3
Step 4
Step 5
Step 6
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Step 2
Step 3
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Step 3
Step 4
Step 5
Step 6
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Contacts Live
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Virtual Tour
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Lessons
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Lesson 2: Files
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Step 4
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 module for '
Loan Processing'
.
When you are finished with this page, Congratulations! You have completed Lesson 2. Would you like to continue on to Lesson 3: Photos? If so, click on Next. Or you can select Lesson 3 on the left blue bar or at the bottom of the page.
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1
Click Here: How to Read this Page: What I am looking at
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2
Click Here: How we created link for Joe Smith.
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3
Click here to see what your clients would see.
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4
Click Here: How to send an email link.
Step 4: Loan Documents Example
LESSON 1
My Account
LESSON 2
Files
LESSON 3
Photos
LESSON 4
Contacts
LESSON 5
Mail
LESSON 6
Pages
LESSON 7
SiteBuilder