LendED- Tutorial videos

Please see the below list of tutorial videos made by the Lend team to assist our users in learning new features made by the Lend team.

PreviousRevising & Publishing NextCommon Bank Statement Retrieval Issues

Last updated 5 months ago

LendED- Tutorial videos

Please see the below list of tutorial videos made by the Lend team to assist our users in learning new features made by the Lend team.

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 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 use LendSign

Please see the below LendED video tutorial of the initial release of our Lend Signature service.

How to settle a consumer/commercial deal in Lend

Please see the LendED video below, which further explains how to settle a consumer or commercial deal.

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 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 create an applicant profile in Lend

Please see the below LendED video expanding further on How to create an applicant 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 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 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 send deals to Lend Asset Assist (NZ)

Please see the below LendED video expanding further on how to send deals from the Lend NZ portal to our Lend Asset Assist team.

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 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 utilise the call queue function

Please see the below LendED video expanding further on how to utilize the call queue in Lend

How to access lead forms in Lend

Please see the below LendED video expanding further on how to access & implement the lead forms 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.

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

How to ask your applicant to fill out an application in Lend

Please see the below LendED video expanding further on how to ask an applicant to fill out an application in Lend.

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 see commission details in Lend

Please see the below LendED video expanding further on commission details in Lend.

How to set up account settings

Please see the below LendED video expanding further on how to set up your account settings in Lend.

Bank statement analysis video

Please see the below LendED video expanding further on the bank statement analysis function in Lend.

PreviousRevising & Publishing NextCommon Bank Statement Retrieval Issues

Last updated 5 months ago