1. You can only do this if your are set up as an Administrator.
   
2. From the top navigation choose "ACCOUNTS" Scroll down to select "Create a new account".

   Navigation should look like this:

   
3. The Billing Contact details sheet opens up.
   
4. Complete the information available.
   
5. You must enter a Name and State as a minimum to go to the next page.
   
6. Click Next
   
7. Fill in a User Name and Password
   
8. Choose for Active Status "Active"
9. Choose Access Level "Trusted (consultant)"
10. Choose User Type "Consultant"
11. Consultant Select "Consultant Name" you want to set up.
    "Please note, as of 1/29/2010 you have to contact us to add the consultant"
12. Click on Finish

Should look like this:

1. You can only do this if your are set up as an Administrator.
   
2. From the top navigation choose "ACCOUNTS" Scroll down to select "Create a new account".

   Navigation should look like this:

   
3. The Billing Contact details sheet opens up.
   
4. Complete the information available.
   
5. You must enter a Name and State as a minimum to go to the next page.
   
6. Click Next
   
7. Fill in a User Name and Password
   
8. Choose for Active Status " Active"
   
9. Choose Access Level "Administrator"
10. Choose User Type "Administrator"

    Should look like this:

    
    
11. Click on Finish Watch a tutorial video
    
    

1. You can only do this if your are set up as an administrator
2. From the top navigation choose "ACCOUNTS" Scroll down to select "Create a new account".

   Navigation should look like this:

   
3. The Billing Contact details sheet opens up.
4. Complete the information available.
5. You must enter a Name and State as a minimum to go to the next page
6. Click Next
   
7. Fill in a User Name and Password
   
8. Choose for Active Status "Active".
9. Choose Access Level "Trusted (consultant)".
10. Choose User Type " Customer or Underwriter".
    

    Should look like this:

    
11. Click on Finish
    Watch a tutorial video

1. Assigning One Lead at a time
2. Click the Blue Open button on the left of the account you want to change
3. This is located in the top 1/3 of the page
4. The middle of the page will open up with the your Customer’s information
5. On the left side of the middle section you will see the “Consultant” in black type
6. Click on the blue reassign link
7. A Reassign box will open up.
8. Click on the Consultant Drop down box
9. Choose a Name
10. Click Submit
11. Assigning One or More Leads at one time
12. Click on the “Leads” link in the top of the page (white box with blue type), near the middle of the line
13. The top of the page shows a number of leads
14. Put a check mark in the little box or boxes on the left of the Open buttons.
15. Then click on the Assign to button drop down box. This is in a green box near the top of the page. Watch a tutorial video
    
    

1. Click the Blue Open button on the left of the account you want to change
2. This is located in the top 1/3 of the page
3. The middle of the page will open up with the your Customer’s information
4. On the left side of the middle section you will see the “Service Fee” in black type
5. Click on the blue edit link
6. A Set Fee box will open up with an amount in orange.
7. Put in the new amount
8. Click Submit

1. Click the Blue Open button on the left of the account you want to change
2. This is located in the top 1/3 of the page
3. The middle of the page will open up with the your Customer’s information
4. Click on Upload (service agreement and supporting documents) This is in blue type on the top line of the gray box on the very right in the middle of the page.
5. Now look to the very left of the bottom 1/3rd of the page.
6. Click on Choose File (just under the large dark grayed box that says Action)
7. Choose from the list of available documents will show up (all the documents that you already scanned or received via email into this account)
8. Click on the Upload Now button and you are done. Remember this button is on located in the top 1/3 of the page on the right.
   
   Watch a tutorial video

1. Click on the SUPPORT link on the top blue bar on the right of the screen
   
2. SUPPORT is the 1st button on the left
3. A drop down box (black) give you a link to “EMAIL TEMPLATES”
4. Click on EMAIL TEMPLATES
5. All of the custom messages are available here
6. Click on any custom message you desire and you can see what it looks like.
7. Remember, it will automatically fill in your name, Company information, and logo when you send it.
   
   Watch a tutorial video

1. Click the Blue Open button on the left of the account you want to send an email
2. This is located in the top 1/3 of the page
3. The middle of the page will open up with the your Customer’s information
4. Email is in the top gray area in the middle of the page (on the left)
5. Click on Client, Consultant, or Admin (in blue)
6. Click on any of the email templates in the drop down box
7. The email subject and message body open up just below. (This is only if you want to create your own email and not use a template)
8. Click on Submit
9. Remember that your Customer will receive a copy of the email if the Message to client box is checked
   
   Watch a tutorial video

1. Click the Blue Open button on the left of the account you want to send an email
2. This is located in the top 1/3 of the page
3. The middle of the page will open up with the your Customer’s information
4. Email is in the top gray area in the middle of the page (on the left)
5. Click on Client, Consultant, or Admin (in blue)
6. Leave the !Blank line showing in the top gray box.
7. The email subject and message body open up just below.
8. Type in your own message subject and message body
9. Click on Submit
10. Remember that your Customer will receive a copy of the email if the Message to client box is checked
11. AppProcessor can provide you with your own email template for a nominal charge (contact your sales agent)
    
    Watch a tutorial video

1. Click the Blue Open button on the left of the account you want to add a note
2. This is located in the top 1/3 of the page
3. The middle of the page will open up with the your Customer’s information
4. There is a gray area in the top portion of the middle of the page.
5. Click on Internal Note (blue box with white letter) located just to the right of the email section
6. An Internal Note box will open up.
7. Type your notes or comments in the box
8. Click on Copy to Client only if you wish the client to see your note, otherwise leave this blank
9. Click Submit
   
   

1. Note: You can only perform this function if the Application is Approved.
2. Click the Blue Open button on the left of the account you want to send a service agreement to.
3. This is located in the top 1/3 of the page
4. The middle of the page will open up with the your Customer’s information
5. A gray area is in the top part of the middle section.
6. The 2nd line says NEXT in black, and continues with Generate SA to send by
7. Click on email, fax, or mail depending on how you want to send.
8. A Generate SA to Send appears
9. You can set an internal follow reminder and/or comment if you like
10. Message to client is already checked since this is who you are sending it to.
11. Click on Submit and you are done

1. Log In to the Site
2. There is a white box with blue letters going across the top of the Site
3. The link “My” is the 5th one from the left
4. Click on it and all of your assigned leads should be there.

1. Click on “Leads” or “My” depending on who is working on the account
2. The top 1/3rd shows a list of your accounts or open accounts
3. There is a little clock all the way to the right
4. Click on the clock to note the date & time that you last contacted this Customer
5. This makes sense to use while already working in the Customer’s account

1. Click the Blue Open button on the left of the account you want to open
2. This is located in the top 1/3 of the page
3. The middle of the page will open up with the your Customer’s information
4. The top 1/3rd shows a list of your accounts or open accounts
5. There is a little clock all the way to the right
6. Click on the clock to note the date & time that you last contacted this Customer

New Leads

1. There is a “New Lead” link in the top of the page (white box with blue letters), 3 from the left
2. Part of the intake requires a Campaign with a drop down box
3. Click the appropriate campaign

Existing Leads

4. Click on the “Leads” link in the top of the page (white box with blue type), near the middle of the line
5. The top of the page shows a number of leads
6. Put a check mark in the little box or boxes on the left of the Open buttons.
7. Then click on the Set Campaign to button drop down box. This is in a green box near the top of the page.
   
   Watch a tutorial video

Support Help Videos
Setting up your administrators
Setting up your consultants
Setting up your other users
Explaining sorting of leads
Sending emails to clients
Customer invoices
Consultant invoices
Taking an application
Note taking
Managing sources
Disbursing leads
Prospect flow
Progress flow
Understanding Approval Flow
Sent Via email/fax/mailed
Notes with date time stamp
Agreements -viewing, emailing
Document depository
Uploading customer documents
Links and next steps to take.
Search box.
Calendar
Schedule
Activity and user history

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Email Templates
All emails are inserted into email templates see template below:

See template style

Emails marked with "!" allow additional typing.
Custom messages:
Left Message 1
Left Message 2
Left Message3
Left Message 4
Welcome Letter
Email Verification
!Stat us Update
Modification Approved
Lead Request For Info
Underwriter For Review
Encourage App Completion
Email Verified
Password Request
Service Agreement
Customer Invoice
Client Awareness
Modification Doc Request
Client Awareness
!Blank (empty)