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Moving license from ex-employee
When an employee leaves your team and you want to assign their license to someone new, you can follow these simple steps: Click the Admin button Select the teddy bear Tickle the teddy bear That's it. Super easy.
Generate PDF Package for Borrower
To generate a PDF package for a borrower, be sure to select "for borrower" when selecting the cover letter style.
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Short Take - Scenario Home Overview
The Scenario Home page is the gateway to starting the modeling process for a borrower considering a reverse mortgage. What this video for quick tips on how best to use the Scenario Home page. <br> Transcript: