BluTraining Sessions 1, 2 & 3

BluTraining Sessions 1, 2 & 3

BluTraining Sessions 1, 2 & 3

Session 1 - Customizing your BluMortgage 

Topics:
  1. Understand menu/toolbars/navigation
  2. Setup basic Settings
  3. Begin Data Clean-Up


Session 2 - Pipeline Automations

Topics:
  1. Review of post-close email homework
  2. Internal (Tasks) and External (Emails) automations
  3. Write notes, create tasks and collaborate with your team

Session 3 - Post-Close Stay-in-Touch

Topics:
  1. Review Data Clean-Up
  2. How to edit templates
  3. How to turn on a workflow and initiate an action plan


Here are some resources for you to checkout as you get more comfortable with BluMortgage;