video1.0<iframe src="https://www.loom.com/embed/9ebf6151398049e9985b886947715dba" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/9ebf6151398049e9985b886947715dba-1694701115723.gif651.38In this video, I will guide you through the onboarding process in the admin section. I will explain how to populate your firm details, including client ID, name, email address, phone number, and more. I will also show you how to add contacts, navigate agent credentials, and manage your clients. By the end of this video, you will have a clear understanding of how to complete the onboarding process and use the different features within the admin section.