Company Admins have access to their company's user list via Company Settings > Users. Branch Admins have access to their branch's user list v...
Sat, 28 Oct, 2023 at 10:24 PM
Company Admins can customize their POS / Application from the POS App Config tab of your Company Settings. Branch Admins can also customize certain aspe...
Wed, 22 Nov, 2023 at 12:55 PM
When you are on the Broker Pro plan, you are able to customize the Create Account and Sign In pages of your POS, as well as the "Thank You" messag...
Mon, 27 Nov, 2023 at 8:52 AM
By default, the information a borrower filling out a loan application through your POS will be prompted to provide includes all six elements of TRID/RESPA: ...
Thu, 30 Nov, 2023 at 5:26 AM
Near the bottom of the POS App Config tab in your Company Settings, you can add custom questions at the end of the online 1003 application. Click Configure ...
Wed, 10 Jan, 2024 at 9:52 PM
From the Compliance Info tab of your Company Settings you are able to customize the following information that will show in your customer-facing POS. Pr...
Fri, 15 Dec, 2023 at 12:49 PM
Our latest Broker Pro feature, added in our 7.2 release, is the ability to capture leads from the POS without the potential borrower needing to create an ac...
Mon, 5 Jun, 2023 at 11:10 AM
Client Needs can request documents from the borrower through the POS, request E-Signatures on documents you generate, or request information. Client Nee...
Wed, 9 Aug, 2023 at 12:48 PM
See below for examples of some commonly-used Client Needs Rules that should be broadly applicable to most of our Broker users.
Thu, 13 Apr, 2023 at 3:26 PM
You can set fees to automatically populate into new loan files. In the Company Settings > Closing Costs tab, Company Admins (and Branch Admins in the...
Fri, 1 Dec, 2023 at 12:57 PM