Morty Handbook Click below to jump to a handbook section. Onboarding Loan Support Licensing Pre-Application Post-Application Sales Marketing Leads Platform Support Onboarding Expectations Complete onboarding trainings Set up Slack, Gmail, Justworks Attend onboarding call with your PSM in first week on the platform Loan Support Morty’s Loan Programs DPA Programs Articles about loan types State Licensing How to add a state If you have a client out of state, use the client share program Pre-Application How to use Hemlock Client account creation How to use Cost Explorer Automatic Pre-approval Standard Loan Application Post-Application What to expect from Conditional Approval to Close Loan Estimate Review Documents Needed for Conventional Application How to use Closing Tracker Communicating with HQ Closing timeline monitoring Sales Trainings & Webinars Sales Add-Ons Client Share Marketing How to access Morty marketing materials How to update your landing page Marketing Library Marketing Templates Courses & Workshops Leads Lead resources Lead purchase Hot Leads Support List of contacts Iggy’s Office Hours Morty Handbook
