video1.0<iframe src="https://www.loom.com/embed/79d61e5741754797b830321a7a3d40f0" frameborder="0" width="1982" height="1486" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14861982Loomhttps://www.loom.com14861982https://cdn.loom.com/sessions/thumbnails/79d61e5741754797b830321a7a3d40f0-25c0b2da9468c668.gif358.286This Loom explains how to manage deals and submit them through BrokerPlus, depending on whether you use the submission version. It covers customizing deal boards and stages using board settings, including adding, removing, deleting, and reordering stages, and moving deals between stages while logging the change in the activity feed. The video shows a deal view with key ratios such as GDS, TDS, and loan to value, open tasks, credit re-pull, referral partner details, documents, portal requests, and compliance items like consent, AML, PEP, and sanctions. It also demonstrates creating lender submissions by selecting lender and product, choosing documents, running a review to identify what is missing, and drafting the underwriter note automatically from CRM notes.