It is very important that users who will be accessing the system know how to enter the information properly. The video below will explain in detail how users should be entering in their information into Brokermint:
- Pipeline - 0:06
- Transactions - 0:35
- Assign checklists - 2:33
- Upload documents - 2:48
- Split/merge documents - 4:30
- Exempt a document - 5:15
- Submit documents for review - 5:40
- Users & Contacts - 6:10
- Activity log - 6:30
- Contacts - 6:54
- Library - 7:17