Core Onboarding - Part 2
1 Hour and 30 Minutes of learning. Learn the daily operations required to intake and manage ongoing TPO relationships.
Here's what you'll learn:
Enroll in this learning path and continue your onboarding journey.
TPO Onboarding - General Navigation
Designed for all customers, covers general site layout, general searching, and how to get support.
TPO Onboarding - Efficient Navigation
Designed for all users, covers efficient navigation to find the related client information you need.
TPO Onboarding - Sending and Tracking Invites
Recommended sales professionals, learn how to send invites and apply best practices, ensuring a smooth sales process.
TPO Onboarding - Application Workflow and Tracking
Recommended for all users that are part of the application management process, as well as those in client facing positions responsible with application follow ups.
TPO Onboarding - Client Documents and Financials
Recommended for all users that are part of the document management process, as well as those in client facing positions responsible with document request follow ups.
TPO Onboarding - Client Questionnaire Management
Recommended for all users that are part of the application management process, as well as those in client facing positions responsible with application and questionnaire follow ups.
TPO Onboarding - Initial and Relationship Management
Recommended for users that are part of the application and relationship decisioning process.