General Questions

• What is CRF Connect?
• How do I complete account Migration from legacy Connect2Capital?
• What is the Catalog Function?
• How do you generate a new API Key?
• How do you embed Connect Forms on to your company website?

User Management

• How do you invite new users?
• How do you change your name or password on your account?
• How do you update your organizational profile?
• How do you manage notifications?
• How do I enable Weekly Duplicate Emails?

Leads & Submissions

• What are the qualified sub-stages?
• What are the lead stages?
• What are Submissions?
• What are “Related Leads”?
• What filters can I use to find leads?
• How to set an Open Lead Limit?

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Product Management

• How do I create and edit products?
• Product types and how they differ
• How do geographic filters work?
• How do I use Product Tags?
• How do I clone products?
• What is the difference between a product and a program?

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Dashboard

• Dashboard overview and how numbers and filters work

Integrations

• Connect API Documentation

Additional Resources (Referral Partner)

• What are Additional Resources?

General Questions

• What is CRF Exchange?
• What are the core concepts of CRF Exchange?
• What is the "Reports" Feature?

Loan Enrollment

• What are the enrollment stages for a two-stage approval process?
• What are the enrollment stages on CRF Exchange?
• What is a “Draft” on Exchange?
• What is Loan Validation?
• What happens when a loan is rejected?
• Event notifications email digest

Key Enrollee Jobs

• How do you create New Loan Drafts via the User Interface?
• How do you create New Loan Drafts via the Import Function?
• What are the steps in preparing a Draft for Submission?
• How do you Submit a Draft to a Program?
• How do you delete Drafts from Exchange?
• Moving Loans Through the Enrollment Process as an Enrollee

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Key Enroller Jobs

• How do I Review Submitted Loans?
• How do I Accept Submitted Loans?
• How do I Reject Submitted Loans?
• How do I View a Single Loan's Service Activity?
• Using the Servicing Summary Report
• Working with Reporting Periods in the Exchange

User Administration

• How do you configure your Partner Information?
• How do you invite new users?
• What are the different User Permissions?
• How do you disable users?

Getting Help

• Submitting Feedback via the Feedback Button

Integrations

• Exchange API Documentation

Program Management

• How do you add a new Enrollee to a Program?
• How do you manage Revenue Report Submissions?
• How do you submit a Revenue Report?

General Questions

• What is CRF Insights?
• What are the Core Concepts of Insights?

User Administration

• How do you set up your Insights Account and establish your Banking Connection?
• How do you invite new users?
• How do you manage your Personal Settings?
• How do you add a New Business to Insights?

Financials

• What is the "Financials" Tab?
• What is the Inflow vs Outflow report?
• What is the Net Cashflow Report?
• What is the Breakdown Report?
• What is the Balance History Report?
• What is the Transactions Table?

Accounting

• What is the Accounting Tab?
• What is the Profit and Loss Report?
• What is the Balance Sheet Report?
• What are the Accounts Receivable and Payable Aging Reports?

Accounts

• What is the Accounts Tab?
• What is the Account Status?

Actions

• What is the Actions Tab?
• How do you Edit Actions?

Impact

• What is the Impact Tab?

Business Profile

• What is the Business Profile Tab?

Alerts

• What are Alerts?
• How do you create an Alert?
• How do you Edit Alerts?

Connect

• Connect Training Webinar