Learning Path

Pro Onboarding - Part 2

2 Hours and 30 Minutes of learning. Designed for admins, compliance, and sales teams involved in the daily operations required to prospect, intake, and manage ongoing TPO relationships.

Here's what you'll learn:

General and Efficient Navigation

Searching and Prospecting

Sending and Tracking Invites

Managing Prospects and Contacts

Application Workflow

Client Documentation Management

Client Questionnaire Management

Due Diligence

Initial and Ongoing Relationship Management

Enroll to Start Learning Path

Enroll in this learning path and continue your onboarding journey.

6 Lessons

TPO Onboarding - General Navigation

Designed for all customers, covers general site layout, general searching, and how to get support.

3 Lessons

Pro Marketing - Prospecting with Global Search

For Pro and Enterprise customers. How to prospect using Global Search.

6 Lessons

TPO Onboarding - Sending and Tracking Invites

Recommended sales professionals, learn how to send invites and apply best practices, ensuring a smooth sales process.

4 Lessons

Pro Marketing - Managing Prospects

Pro Sales Professionals. Learn about ongoing prospect management and tracking.

4 Lessons

Pro Marketing - Managing Contacts

Unlock the full potential of Marketing by gaining practical skills to manage contact data and help your organization optimize outreach.

6 Lessons

TPO Onboarding - Efficient Navigation

Designed for all users, covers efficient navigation to find the related client information you need.

7 Lessons

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.

12 Lessons

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.

4 Lessons

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.

3 Lessons

Pro Due Diligence - Scorecards

For Pro and Enterprise customers. Compliance and risk professionals, learn how to review due diligence scorecard findings and best practices for approaching, reviewing, and mitigating risk for TPO Oversight.

3 Lessons

Pro Due Diligence - Alerts

For Pro and Enterprise customers. Compliance and risk professionals, learn how to manage your alerts for ongoing TPO Oversight.

6 Lessons

TPO Onboarding - Initial and Relationship Management

Recommended for users that are part of the application and relationship decisioning process.

Daily Operations Onboarding In Progress

You're almost there! Complete the remaining lessons to gain a full understanding of the daily workflows and best practices involved in daily operational success.