Underwriter Access to Shan Sundaram Org on INFIN8

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• Manmeet cannot login to V1

  Spoke to Bhavanesh to grant Manmeet login access Ticket link: https://support.8twelve.mortgage/agent/8twelvemortgage/8twelve-mortgages-corporation/tickets/details/272842000067012321

• V2 - Account disabled - Urgent

  Provided the user with this link https://infini8v2-rt-production.infin8.io/client-keycloak/auth/realms/infin8v2prod/protocol/o[…]NEh0SzBpWGVkaElwVjA3cFpWVTNPSmgyZGZhNGVmanBVeGJBSU5s and it seemed to work ...

• Request to Update My Website URL

  Her name was spelled with a space in between, fixing this has updated her microsite ticket link: https://support.8twelve.mortgage/portal/en/kb/articles/request-to-update-my-website-url

• Request for Ledger

  Logged in as the user and clicked the ledger icon on the bottom right. From there press "Export as PDF"

• Fwd: New Mortgage Lead

  The contact was under 8twelve org which is probably why it did not create a lead on the user's org. Because of this, I recreated the contact using the same info on the user's org and told him he will have to create the deal manually Ticket link: ...