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Getting Started with EiOS
Getting Started with EiOS
Toolbar + Dashboard Overview (7:40)
Marketing with EiOS (10:20)
Contact, Lead, Loan Records (2:53)
Creating + Managing Tasks in EiOS (2:37)
Contacts + EiOS
How to Create a Contact (1:48)
Exploring the Timeline (1:49)
Exploring your Insights Tab (2:03)
Leads + EiOS
How to Create a Lead (2:44)
How to Send the Pre Screen Opt Out Email (1:57)
Sending the Application to the Lead in EiOS (1:31)
Exploring the Summary + Timeline Pages (3:15)
Exploring Byte Loan Detail + File Folders (1:47)
How to Create a Pre-Approval from EiOS to BOP (3:02)
Loans + EiOS
How a Loan Gets Created in EiOS (1:04)
Tracking Loan Progress (1:01)
Byte Loan Detail + Files (1:47)
Where Does Your Loan Go After Closed? (1:44)
Leave a Review for your Transaction! (1:48)
EiOS + Marketing to Your Database
Managing Your Database (4:24)
How to "Tag" Contacts to Drip Campagins (1:48)
Creating your own Pipeline Views (3:07)
How to Send Marketing Flyers (Individual + Bulk) (2:27)
Bulk Sending (1:59)
Co-Branding with your Realtors (3:03)
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How to Create a Pre-Approval from EiOS to BOP
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