Implementation Guide
- Get started setting up PrecisionLender here! This guide will walk you through Planning and configuring PrecisionLender, setting up Relationship Awareness, engaging the users, and measuring the results so that you can improve.
- Click here to visit the Implementation Guide.
- Building the Winning Implementation Team
The Administration Section
- The Administration Section is where you will control the setup of PrecisionLender, including:
Administration Overview
- Application High Level System Description
- Connecting to PrecisionLender
- Logging into PrecisionLender
- Create a shortcut icon for PrecisionLender
- Relationship Awareness Go-Live Meeting - What to expect
- Managing Your Account Key
- Setting up Single Sign-On using a SAML 2.0 Identity Provider
- Setting Up ADFS Claim Rule For PrecisionLender Single Sign-On
- Microsoft Windows Azure Data Centers
- PrecisionLender Engine Standard (access restricted)
- Compliance and Due Diligence
- Terms of Service
- Privacy Policy
CRM and Integration Topics Uploading Relationship Awareness Data Uploading Other Data Feeds
