Jacob Boyle
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Recent activity by Jacob Boyle-
Completing Your Branch and User Setup Files
Your branch and user setup files tell MonitorBase how your company is organized and who should have access. Completing them accurately means your branches, loan officers, and permissions are correc...
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Reviewing and Editing Your Firm Offer of Credit Templates
Your firm offer of credit templates are the letters and emails your borrowers receive when MonitorBase identifies them as a prospect. Before your account goes live, you review both templates, mak...