Course curriculum

  • 1

    APPLICATIONS

    • Applications [Autosaved].pdf

  • 2

    Page 1

    • Filling out Page 1

  • 3

    Page 2

    • Filling Out Page 2

  • 4

    Page 3/4

    • Filling out Page 3 and 4

  • 5

    Checking for Errors

    • Checking for Errors.pdf

    • Checking for Errors - Instructional Video

  • 6

    Completing the Forms

    • FORMS.pdf

    • Docusign

  • 7

    Unlocking the Application

    • To unlock the application for edits

  • 8

    Gathering Signatures

    • Form explantations and Signatures

    • Back up your applications

    • Docusign signatures with the Client