Pro Onboarding - Part 1
1 hour and 45 minutes of learning. Designed for admins, compliance teams, and Sales Leaders involved with TPO marketing, intake, and ongoing management. Learn how to configure your portal to align with your specific business needs and goals.
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 - User Management
Recommended for Administrators and IT Security Professionals, covers user management and custom permissions.
Pro Marketing - Access and User Permissions
For Pro and Enterprise Customers. Gain a comprehensive understanding on how to control user visibility and permissions to Marketing features.
TPO Onboarding - Solution Center Settings
For Administrators and marketing teams. Learn how to manage your visibility, including: company's logo, "About Us", and offerings to help clients connect with you.
TPO Onboarding - Global Document Setup
For admins and compliance teams. Learn how to setup requested documentation so you collect the necessary information for your review process.
TPO Onboarding - Manage Financials
For admins and compliance teams. Learn how to setup and manage required financial documentation.
TPO Onboarding - Creating Custom Questionnaires
For admins and compliance teams. Learn how to configure and update questionnaires, your tool for information gathering!
TPO Onboarding - Channel Settings
For admins and compliance teams. Learn how to configure each channel specific to your business needs. Includes: Screening, Invite and application expirations, renewal, and "who pays" settings.
Pro Due Diligence - Alerts
For Pro and Enterprise customers. Compliance and risk professionals, learn how to manage your alerts for ongoing TPO Oversight.
TPO Onboarding - Application Codes
For Customers charging applicants. Learn how to create and distribute application codes effectively.
TPO Onboarding - Creating Custom Fields
For admins and compliance teams. Learn how to capture even more information and data on your clients! Enhance reporting and workflows.
Pro Marketing - Custom Fields
For Pro and Enterprise Customers. Learn how to capture more information in your: Activities, Prospects, and Contacts. Including custom statuses to align with sales workflows.