In this first step of the application wizard, you’ll begin setting up your new application by identifying the applicant and entering key application details.
In this lesson, you’ll learn:
By the end of this lesson, you’ll know how to begin the application process correctly and avoid common setup mistakes like forgetting to link agents or missing profile options.
IMPORTANT: At the end of this lesson, you will then need to complete the quiz for it before moving on to the next Lesson.