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Customer Knowledge Base

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Administration
Basic Use
Broker Functions
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Basic Use

Updated Nov 26, 2018

Basic Use

Nov 26, 2018

Basic knowledge for the first time use of the DealTrak system.

How to Log In to DealTrak
How to Log in to DealTrak Client Portal
How to Reset Credentials
Adding a Proposal to DealTrak
Sending a Proposal to a Lender
Updating Proposal Status
How to Access the Communication Module - UK Credit Ratings

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