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  1. Support Center
  2. Relationships

Relationships

Relationship Awareness Setup

  • Getting Started with the RA Hashing and Upload Tools
  • Relationship Awareness - Overview and FAQs
  • Relationship Awareness Go-Live Meeting
  • Householding in PrecisionLender
  • Understanding the Data Ingress Upload API
  • Formatting Guidance for Relationship Awareness Custom Reports (Data Extracts)
  • See all 11 articles

Viewing Relationships

  • Pricing New Business with Prospects
  • The Relationships Section
  • Delivery to Promise Dashboard
  • The Relationship Screen
  • The Relationship Pricing Tab
  • The Relationship Associations Tab
  • See all 7 articles

Managing Relationships

  • Merging and Splitting Relationships using the Move Functionality
  • Building Better Relationships
  • Transferring a Relationship to Another Lender
  • Moving Relationships
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