Your Workflow
Add tags, copy applications, assign agents, GDS/TDS ratios, upload or generate docs, e-sign, notes and tasks
Copy Application
Add Tags to Label an Application
Assign Agents to an Application (Collaborators)
GDS/TDS Ratio Details
How to Upload or Generate a Document
Templates for Required Documents
Required Documents Automation Based on Status
Using eSignature
Notes on Applications
Tasks
Track Activities on Applications
Exporting Reports