Loanzify POS: Quick Start Configuration

Updated: October 08, 2021

Loanzify POS: Create Required Documents and Triggers

Here you will learn how to add required documents, set up needs lists, and trigger required document ...

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Updated: October 08, 2021

Loanzify POS: Document Automation

In this short video we will go over “Document Workflow” for Loanzify POS users. We will go over ...

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Updated: October 08, 2021

Loanzify POS: Set up Zapier Integration

Learn how to set up our Zapier integration and create powerful automations from loans applications s ...

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Updated: October 08, 2021

Loanzify POS: Export and Import FNM 3.2

Learn how to take FNM's you already have and import into your POS OR export into FNM 3.2 to upload t ...

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Updated: October 08, 2021

Loanzify POS: Manage Loan Officers, Staff & Teams

Learn how simple it is to add/edit the Loan Officers, Partners, and Staff in the Loanzify Point of S ...

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Updated: October 08, 2021

Loanzify POS: Edit Communication Settings

Learn how to edit and customize your communication settings and how each phase of the loan process i ...

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Updated: October 08, 2021

Loanzify Point of Sale - Language Support

Once the Language Support feature is enabled, you will now see options related to translating the fu ...

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Updated: October 08, 2021

Loanzify POS: Quick Intake

Watch step by step how and when to use your quick intake features ...

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