In this video, I walk you through the admin section of the Skylight lending platform, focusing on logins, branches, and email notifications. I explain how to set up user roles and manage branches effectively to streamline operations. It's crucial to assign the correct user statuses to ensure everyone has the right access. Please make sure to review the email notification settings to customize who receives updates.
Articles in this section
- Installer Portal - Opportunity Creation Flow
- Installer Portal - PreQualification Flow
- Installer Portal - Loan Application Flow
- Installer Portal - Quote Generation Process (LEASES)
- Installer Portal - Navigating the NTP Document Stage (LOANS)
- Installer Portal - Navigating the M1 Process
- Installer Portal - Milestone 2 Documentation Process (LOANS)
- Installer Portal - Admin Section Overview