Underwriting Essentials
Manage Evaluation, Credit Reports, Financials, Lock Applications and more
9 articles
- Upload a List of Customers/Vendors
- Run a Manual Business Credit Report - Customers, Vendors, Affiliates
- View Balance Sheet/Profit & Loss Reports
- Application Lock Features
- Printing Credit & Background Reports
- Handy Guide to the Symbols in Evaluation
- How to set Evaluation to Manual or Automatic
- Download a Client Memo / Client Summary
- How to Create a Test Application