Scarlett Dashboard

This guide provides step-by-step instructions on how to navigate and use the activities feature on Scarlett Origination. By following these instructio...

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...

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...

This guide provides step-by-step instructions on how to create custom filters in Scarlett Origination. By following these steps, users can efficiently...

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...

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...