In this session, we’ll introduce admins to the LO Success Plan. We’ll do a quick overview of the plan and then dive into our first topic of helping loan officers support pre-approvals. By utilizing our Expert Content Pre-Approval journey, Pipeline Views, and editable email templates, learners will enable their sales users with automation and manual interventions to make sure their pre-approved borrowers are communicated with in an effective and timely manner.
This session was recorded live on January 22, 2025.