Scarlett Origination Knowledge Base
Don't let your business run you. Run your business
Results
No results found
More results
We use cookies to analyze website traffic and help improve our visitor experience. Privacy Policy
Home

Scarlett Dashboard

This section covers things you control and can access on your Scarlett Dashboard.
Activities
Tasks & Activities
This guide provides step-by-step instructions on how to navigate and use the activities feature on Scarlett Origination. By following these instructio...
Tools
Scarlett Genius
Scarlett Genius provides rate sheet management so you don't have to. Within the searchable tool, you can filter product options by file criteria to fi...
Pipelines
Create & Manage Pipelines
This guide provides step-by-step instructions on creating and managing pipelines. It covers how to add stages, filter data, and add deals to pipelines...
Filters
Adding Expert files to your Filter
This guide provides a step-by-step process on how to add Expert files to your filter. By following these steps, you will be able to view Scarlett deal...
Extracting and Formatting Mailing Lists
In order to mail out thank-you cards, holiday greetings, or other snail-mail notifications, you may wish to extract a piece of your client database. T...
Quick Search & Custom Filters
This guide provides step-by-step instructions on how to perform a quick search and create custom filters on the Scarlett Network mortgage platform. By...
Inside a DealCRMAutomation
AnalyticsScarlett Pay