{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/5f0ecc5e9bb748d8b9870ee1acc5ec83\" frameborder=\"0\" width=\"1902\" height=\"1426\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1426,"width":1902,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1426,"thumbnail_width":1902,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/5f0ecc5e9bb748d8b9870ee1acc5ec83-aa80f88b6b763d8a.gif","duration":126.131,"title":"What the Onboarding Wizard Covers - BrokerPlus Help Center","description":"This Loom walks through BrokerPlus onboarding, starting with the refinance threshold eligibility slider for opportunities. The default threshold is $100 per month, and you can adjust it to match your book. It then covers connector email steps to send emails on your behalf, which can be skipped and completed later in settings. Next, it shows the drag and drop client information import, including using a Velocity file preview and importing everything, with mapping support available in one day or less if needed. The video concludes on the final payment step, with monthly or annual options. For brokerages, there are additional steps including inviting your teammates."}