DOCUMENTATION CATEGORIES

Meetings

Team meetings and recordings

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About this category

Team meetings and recordings. 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.