Loanzify POS: Create Required Documents and Triggers

Pos

Updated: October 08, 2021

Here you will learn how to add required documents, set up needs lists, and trigger required documents based on answers your borrowers give in their application.

Other Training Videos

VIDEO HOME

Updated: October 08, 2021

Loanzify POS: Quick Start Configuration

Watch how simple it is to set-up and customize your new Loanzify POS application system. Book a LIV ...

Pos

Updated: October 08, 2021

Loanzify POS: Edit and Create Email & Text Reminders

Here we will walk you through how to automate test and email reminders for all sorts of scenarios, i ...

Pos

Updated: October 08, 2021

Importing Mismo 3.4 into Encompass

Learn how to export Mismo 3.4 from Loanzify POS and import into Encompass ...

Pos

Updated: October 08, 2021

Loanzify POS: Quick Intake

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

Pos

Updated: October 08, 2021

Loanzify POS: Borrower Journey (1003 Application Intake)

Watch how your borrower experiences the simple, interview-style mortgage application in the Loanzify ...

Pos

Updated: October 08, 2021

Loanzify POS: LendingPad Integration

This video describes how to set up and use the POS with LendingPad LOS. It includes posting Fannie ...

Pos

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 ...

Pos

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 ...

Pos