Getting Started with Omni
Overview Articles to give you a quick understanding of Omni
By Kate and 1 other2 authors8 articles
Access to Omni
Various ways to login/navigate to Omni
By Liz1 author3 articles
Deal Allocations, DUAs, working with your team in Omni
How you and your team work in Omni
By Kate1 author5 articles
Verifying Application Submission Data
Best Practice activities for verification steps taken in assessment
By Kate1 author3 articles
Communicating with Brokers from Omni
Requesting MIRs, auto-updates, status changes and more in Omni
By Kate and 1 other2 authors2 articles
The Assessment Module
Assessment Module Functionality and how to work with it in Omni
By Kate1 author6 articles
Using Integrated Third Party Services in Omni
How to use integration services like Bureau, Valuations, Title etc in Omni workflows
By Kate1 author7 articles
Generating Documents (Printed Outputs) in Assessment
How to generate auto-populated, templated documents throughout your Assessment activities
By Kate1 author2 articles
Using Omni as a Mortgage Manager
Best practice for Mortgage Manager Omni flows; and x-channel submissions to Funders
By Kate1 author6 articles
