Video Tutorials
Loanzify Point of Sale - Language Support
Once the Language Support feature is enabled, you will now see options related to translating the full 1003 application....
Importing Mismo 3.4 into Encompass
Learn how to export Mismo 3.4 from Loanzify POS and import into Encompass...
Loanzify POS: Borrower Journey (1003 Application Intake)
Watch how your borrower experiences the simple, interview-style mortgage application in the Loanzify POS system. Book a LIVE DEMO: lenderhomepage.com...
Loanzify POS: Quick Start Configuration
Watch how simple it is to set-up and customize your new Loanzify POS application system. Book a LIVE DEMO: lenderhomepage.com/products/mortgage-point...
Loanzify POS: Set up Zapier Integration
Learn how to set up our Zapier integration and create powerful automations from loans applications submitted by borrowers. Create new MailChimp subscr...
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 Sale system, in this short video!...
New Plaid Reports!
We've just made our Point of Sale integration with Plaid Asset Verification even better! Watch this short video to see how you can benefit!...
Loanzify POS: LendingPad Integration
This video describes how to set up and use the POS with LendingPad LOS. It includes posting Fannie Mae files and uploading documents. Book a LIVE DE...
Loanzify POS: Document Automation
In this short video we will go over “Document Workflow” for Loanzify POS users. We will go over how easily borrowers upload files and how Loan Off...
Loanzify POS: Quick Intake
Watch step by step how and when to use your quick intake features...
Loanzify POS: Edit Communication Settings
Learn how to edit and customize your communication settings and how each phase of the loan process is communication to your borrower or loan team...
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 to into your LOS or any other need....
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, ie: Inactive applications, needed documents and mor...
Loanzify POS: Create Required Documents and Triggers
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 ap...