In this article, we’ll provide an overview of the loan opportunity creation flow within the portal. You’ll learn how to create a new opportunity and navigate through the different stages of the loan process. Watch the video below for a step-by-step walkthrough to help you get started smoothly.
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