In this session, Carl touches on many of the topics covered during your on-boarding training & strategy sessions so it’s ideal for new users or seasoned pros looking for a refresher.
That includes topics like…
- Managing your opportunity pipeline to keep things moving forward
- Pricing deals to new and existing relationships and finding ways to WIN
- Understanding the loan committee report and using it to make the best possible decisions
View the recorded session in our support center…
PrecisionLender 101 – Back to Basics, May 2014