How to use our new Source of Funds tool
We're excited to show you what we've been working on - our new Source of Funds tool.
We'll be walking you through our new features, which include intuitive reports that link bank transactions to questionnaire responses - so you can ditch that highlighter and make getting clients into their dream home less of a nightmare.
The webinar will also include a live feedback and Q&A session.
About this webinar
In this webinar, we will be unveiling what's new with our Source of Funds tool and how to use and access our exciting new features.