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CapitalStream Training - How to Copy a Transaction

This video demonstrates how to copy a transaction in the CapitalStream system.

From  Jennifer McCombs 1 likes 25 plays 0  

CapitalStream Dealer View Customer Search and Setup Demo

This video demonstrates the process of searching for and setting up a new customer in CapitalStream.

From  Jennifer McCombs 0 likes 20 plays 0  

CapitalStream Dealer View Document Generation Demo

This video demonstrates the process of generating contract documents in CapitalStream.

From  Jennifer McCombs 0 likes 20 plays 0  

CapitalStream Dealer View Asset Details and Residuals Demo

CapitalStream Dealer View Asset Details and Residuals Demo demonstrates the process of inputting asset details and submit a residual request in CapitalStream.

From  Jennifer McCombs 0 likes 29 plays 0