How to Use the History Tab Effectively | Full Walkthrough & Feature Breakdown
Автор: 1 Solution Mortgage Software
Загружено: 2025-11-26
Просмотров: 1
Описание:
Learn how to navigate and use the History tab effectively in your system. This walkthrough explains everything inside the History section—from past scenarios and proposals to verifications, lock requests, and submissions. You’ll discover how to quickly search, filter, and revisit any activity with ease.
👉 In this video, you’ll learn how to:
Access and understand the History tab layout
Review past scenarios and proposals
Locate verifications, lock requests, and submissions
Use search tools and filters to find information faster
Revisit previous activity for smoother follow-up
Keep your workflow organized and efficient
This guide is perfect for anyone looking to improve their workflow and manage their activity history more effectively.
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Learn more:
Request Demo → https://1smtg.com/request_demo/
View Pricing → https://1smtg.com/pricing_home/
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