DOCUMENTATION CATEGORIES
Assets
Bank statements, gifts, reserves
FILES
14
TOTAL SIZE
921 MB
SOURCE
SharePoint Library
FILES AVAILABLE
14 files in Assets
Open the SharePoint folder to view, preview, or download any of the 14 files. Authenticated via your Guidance Microsoft account.
BROWSE ALL 14 FILES →About this category
Bank statements, gifts, reserves. Documentation covers procedures, training videos, reference materials, and forms used by Account Managers working on this stage of the loan process.
Access & permissions
Files are stored in the secure GR Operations SharePoint library. You will sign in with your Guidance Microsoft account if not already authenticated. All Account Managers and Operations staff have read access. Updates to procedures should be flagged to your team lead.