LendED - Tutorial videos
Explore our library of Beginner, Intermediate and Advanced tutorial videos created by the Lend team to help you learn new features and get the most out of your CRM platform
Beginner Training Video's:
New to the CRM platform? Our Beginner training provides a clear, step by step introduction to core features and functionality. Learn how to navigate the system and maintain clean, accurate data. Perfect for new users who want a strong, confident start.
How to set up your account in Lend
Please see the below LendED video expanding further on how to set up your account settings in Lend.
How to customize your Kanban settings
Please see the below LendED video expanding further on how you can customize your kanban settings.
How to add your email footer to Lend
Please see the below LendED video expanding further on how to add your email footer to Lend.
How to create a consumer asset quote in Lend
Please see the below LendED video expanding further on How to create a consumer asset quote in Lend.
How to set-up consumer settings in Lend & submit a consumer application
Please see the below LendED video expanding further on how to set up consumer settings in Lend & submit a consumer application
How to create ask applicant presets in Lend
Please see thebelow LendED video expanding further on how to create ask applicant presets in your Lend account.
How to create a commercial application in Lend
Please see the below LendED video expanding further on how to create a commercial deal in Lend.
How to access your Lend account API
Please see the below LendED video expanding further on how to access API connections in Lend.
How to add lender accreditations in Lend
Please see the below LendED video expanding further on how to add in accreditation details for lenders in Lend
Intermediate Training Video's:
Build on your foundation and start working smarter. Intermediate training dives deeper into automation, reporting, pipeline management and workflow optimisation. Designed for users who understand the basics and are ready to increase efficiency and streamline daily operations.
How to request & add documents to a deal
Please see the below LendED video expanding further on how to add & request documentation to Lend.
How to save lead data to an applicant profile
Please see the below LendED video expanding further on how to save lead data to an applicant profile.
How to create an applicant profile in Lend
Please see the below LendED video expanding further on How to create an applicant in Lend.
How to navigate the Kanban view & utilise the quick actions
Please see the below LendED video expanding further on how you can navigate the Kanban and utilise the quick actions from the Kanban view.
How to synchronise & import information from an applicant or applicant to Lend
Please see the below LendED video expanding further on How to synchronise & import information from an account or applicant in Lend
How to utilise the lead actions feature in Lend
Please see the below LendED video expanding further on how to utilise the lead actions feature in Lend.
How to see commission details in Lend
Please see the below LendED video expanding further on commission details in Lend.
How to pull credit reports & request bank statements in Lend
Please see the below LendED video expanding further on how to pull credit reports & request bank statements upload in Lend.
How to submit deals in Lend
Please see the below LendED video expanding further on how to submit a deal in Lend.
How to create a commercial account in Lend
Please see the below LendED video expanding further on how to create a commercial account in Lend.
How to add your account preferences in Lend
Please see the below LendED video expanding further on how to create your account preferences in Lend.
Advanced Training Video's:
Designed for power users and CRM administrators our Advanced training focuses on high level strategy and system optimisation. Master advanced processes within the Lend platform to drive efficiency, scalability and measurable business growth
How to set-up Automations in Lend
Please see the below LendED video expanding further on how to set up automations within your Lend account.
How to use LendSign
Please see the below LendED video tutorial of the initial release of our Lend Signature service.
How to use the referrer section in Lend
Please see the below LendED video expanding further on How to use the referrer function in Lend.
How to use the referrer portal section in Lend
Please see the below LendED video expanding further on How to use the referrer portal function in Lend.
How to utilise the marketing function in Lend
Please see the below LendED video expanding further on How to utilise the marketing function in Lend
How to utilise the call queue function
Please see the below LendED video expanding further on how to utilize the call queue in Lend
How to customise your Lead forms in Lend
Please see the below LendED video expanding further on how to customise your Lead forms in Lend.
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