FastIQ product guidance
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Everything has a home.
Getting Started
Signing in, setting up your company, and finding your way around.
4 articles SSales & CRM
Leads, pipeline, daily priority work, activity and the borrower conversation.
11 articles PPricing & FastIQ Intelligence
Rate quotes, lender comparison, LLPAs, rate alerts and how a recommendation is made.
4 articles LLead Record
Every tab inside a lead, including application, pricing, workflow and diagnostic views.
12 articles AApplications & POS
Application links, the 1003 flow and the borrower workspace.
3 articles CProcessing & Compliance
Conditions, document requests, the processor queue, TRID and disclosures.
5 articles MMarketing
AI campaign building, automation, content, audiences, web experiences, channels and performance.
24 articles AIAI Tools & Agents
Kelly, post-call debriefs and guideline Q&A.
3 articles RReports & Analytics
Production, conversion and scorecards.
2 articles DAdministration
Organisation settings, white-label branding, users and commission plans.
3 articlesProduct updates
What changed recently.
Taken from the product's own release log — not maintained by hand here.
Use The Credit Report Your Borrower Already Has
The DTI Panel Now Tells You How To Fix It
Tax Returns And Bank Statements Now Actually Get Processed
Lead Segments Become Communication-Aware Smart Lists
Older Client Lists Import Too
Status
What is published, and what is not.
71 of 71 articles are published. 0 are being checked against the current product first, and 0 are procedures for signed-in customers. Nothing here is published from memory — an article goes live once the screen it describes has been opened and confirmed.