introduction to broker portals
DESCRIPTION
Introduction DemoTRANSCRIPT
Introduction to Broker Portals
How to use our system to grow your pipeline!
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When your account is set up, you will receive an email with your credentials to log in. Go to
www.tcrodemo.com and click the login tab at the top.
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On the My Home Tab, you will be able to:
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On this page, you will want to change your password and make sure that all of
the information is correct.
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Add a logo of your company or photo of yourself. (200kb Jpeg)
Add a bio of yourself.
If you would like, you can choose to have your information show up in your client’s portal to ensure the clients know who to call when they are ready for their loan!
View your clients online by clicking on their names
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View overall status of Client View fixed and deleted items View notes on file from client
Every time a file is updated, you will receive an email of the status.
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Track the prospects you have sent over that have not enrolled in the program yet.
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Track your commissions. We pay out the 15th of each month for clients who enroll the month before.
Know of anyone else who could use our services? Earn money off the clients they refer to us as well.
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$50 $30 $51st Generation 2nd Generation 3rd Generation
We make Referring clients easy!When you are set up with us, you will
instantly receive your own Lead Capture Page. You can access it by
clicking on the link below and typing in your username:
www.LeadCapturePageDomain.com
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Any Questions?Should you have any
Questions, please feel free to call us or send us an email:
877-877-4834
877-877-4834 [email protected]