TEAM BUILDER NEW HIRE PLEASE READ ALL INSTRUCTIONS PRIOR TO BEGINNING ENROLLMENT PROCESS Sponsor sends a link to a new hire applicant, new hire applicant clicks on the link….
STEP 1 ENROLLMENT: TEAM BUILDER NEW HIRE
Once completed, you will be taken to the invoice screen with a breakdown of total charges ($0) for enrollment
STEP 2: LOGIN TO COMPANY WEBSITE / COMPLETE TEAM BUILDER AGREEMENT FORMS
STEP 3: TRAINING LIBRARY!!
STEP 4: TAB EXPLORATION/WEBSITE PROFICIENCY
- Dashboard Tab – Team Dashboard
General company updates, upcoming presentations, leadership meetings, company commercial, conference calls, etc.
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| LOAN OFFICER NEW HIRE PLEASE READ ALL INSTRUCTIONS PRIOR TO BEGINNING ENROLLMENT PROCESS Sponsor sends a link to a new hire applicant, new hire applicant clicks on the link….
STEP 1 ENROLLMENT: LOAN OFFICER NEW HIRE
Once completed, you will be taken to the invoice screen with a breakdown of total charges ($0) for enrollment
STEP 2: LOGIN TO COMPANY WEBSITE / NMLS LICENSE ENDORSEMENT
Doing this will allow access to download needed origination software, credit logins, pricing engine, online application, and PWM CRM Program
STEP 3: TRAINING LIBRARY!!
STEP 4: TAB EXPLORATION/WEBSITE PROFICIENCY
General company updates, upcoming presentations, leadership meetings, company commercial, conference calls, etc.
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