Filter
| Video Topic | Area of Service | Last Edits |
|---|---|---|
Loanzify POS: Quick IntakeWatch step by step how and when to use your quick intake features... |
Pos
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Updated - October 8, 2021 |
Loanzify POS: Edit Communication SettingsLearn how to edit and customize your communication settings and how each phase of the loan process is communication to your borrower or loan team... |
Pos
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Updated - October 8, 2021 |
Loanzify POS: Export and Import FNM 3.2Learn how to take FNM's you already have and import into your POS OR export into FNM 3.2 to upload to into your LOS or any other need.... |
Pos
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Updated - October 8, 2021 |
Loanzify POS: Edit and Create Email & Text RemindersHere we will walk you through how to automate test and email reminders for all sorts of scenarios, ie: Inactive applications, needed documents and mor... |
Pos
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Updated - October 8, 2021 |
Loanzify POS: Create Required Documents and TriggersHere you will learn how to add required documents, set up needs lists, and trigger required documents based on answers your borrowers give in their ap... |
Pos
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Updated - October 8, 2021 |
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