Getting Started with InGenius 2.0: A Quick Overview 🚀
Here are some quick tips to help you get started
1. Introduction to Ingenious 2.0 0:00
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Welcome to Ingenious 2.0.
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Overview of changes to help users get started.
2. Universal Navigation Window 0:07
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Located on the left-hand side.
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Persona-based navigation for relevant dashboards.
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Access to useful resources, help, support, and training.
3. Accessing Modules 0:35
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Navigate to a module, e.g., MLOS snapshot.
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Click on the module from the left-hand navigation.
4. Using the Search Function 0:48
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Enter a loan officer's name or MLOS number in the search box.
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Select the circle option on the left-hand side.
5. Viewing Loan Officer Information 1:03
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Access detailed information about the loan officer:
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Contact information with live hyperlinks.
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Summary data and year-over-year production for 6.5 years.
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Graphs for specific time periods.
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6. Exploring Production Data 1:28
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Heat map showing production locations.
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Click on highlighted names to view related wielder snapshots.
7. Analyzing Real Estate Agent Data 1:52
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View selected real estate agent's profile:
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Buy side and list side units.
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Year-over-year production charts.
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8. Switching Loan Officers 2:00
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Select different loan officers from the menu to review their data.
9. Accessing Historical Data 2:17
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Click on loan officer names to view their transaction history over 6.5 years.
10. Navigation and Bookmarks 2:24
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Modules open in different tabs.
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Use the bookmark feature to create and access saved views.
11. Downloading Data 3:03
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Download data from any section:
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Click on the three dots in the corner.
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Choose preferred file type (image, CSV, PDF, Excel).
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12. Conclusion and Future Updates 3:33
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Stay tuned for additional details and new features.