Products
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TPO Onboarding - Manage Financials
CourseFor admins and compliance teams. Learn how to setup and manage required financial documentation.
Free
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TPO Onboarding - Channel Settings
CourseFor 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.
Free
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TPO Onboarding - Creating Custom Questionnaires
CourseFor admins and compliance teams. Learn how to configure and update questionnaires, your tool for information gathering!
Free
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TPO Onboarding - Application Codes
CourseFor Customers charging applicants. Learn how to create and distribute application codes effectively.
Free
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TPO Onboarding - Creating Custom Fields
CourseFor admins and compliance teams. Learn how to capture even more information and data on your clients! Enhance reporting and workflows.
Free
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Core Onboarding - Part 2
Bundle1 Hour and 30 Minutes of learning. Learn the daily operations required to intake and manage ongoing TPO relationships.
Free