How To Library


INITIAL SET UP & TRAINING
Quick Start Guide PDF  
System Defaults & Settings PDF  
Security, Users and Group Permissions PDF  
Servicing Companies PDF  
Task Assignments PDF  
Trust Accounts PDF  
Loan Templates PDF  
Loan Entry PDF  
Fees For Borrowers PDF  
Fees For Servicing PDF  
ACH Setup and Running PDF  
Escrow Setup PDF  
Initial Escrow Analysis PDF  
Annual Escrow Analysis PDF  
Payment Entry PDF  
Lockbox Batch Payment Processing PDF  
Running Payoff Reports PDF  
Adding Reports To Company Favorites or My Favorites PDF  
Loan Modifications PDF  
Creating UDFs and Classification Fields PDF  
ORIGINATION
Adding a Borrower PDF  
Adding a Report PDF  
E-mail Setup and Sending PDF  
Important Considerations PDF  
Loan Status PDF  
Odd Days Interest PDF  
Task Types PDF  
Underwriting Conditions PDF  
Alerts PDF  
SERVICING
Adding a Borrower PDF  
Average Principal Balance Interest Method PDF  
Balance Forward Technique PDF  
Contacts PDF  
E-mail Setup and Sending PDF  
Important Considerations PDF  
Investor Management PDF  
Loan Status PDF  
Odd Days Interest PDF  
Payment Distribution Waterfall PDF  
Payoff And Close Out a Loan PDF  
Reconciliation PDF  
Recreating Payment History PDF  
Shortcuts and Tricks PDF  
Trust Accounting Impound Accounts PDF  
Trust Accounting Regular Escrow-Settlement Accounts PDF  
Trust Accounting Servicing Accounts PDF  
Underwriting Conditions PDF  
Earned and Unearned Principal PDF  
Rent Setup PDF  
Alerts PDF  
Recording NSF Borrower Deposits PDF  
Voiding and Reissuing Posted Payments PDF  
DOC PREP & DISCLOSURES, REPORTING, RULES & REGS
DRE/BRE Deadlines PDF  
CA Investor Questionnaire PDF  
DocuSign Integration PDF  
HMDA Reporting PDF  
HMDA Data Entry and LAR Report PDF  
Reconciliation PDF  
Report Writing PDF  
Using Reports PDF  
Web Services PDF  
1098 / 1099 Reporting PDF  
OTHER
Auxiliary Account Setup PDF  
Charts On My Control Panel PDF  
E-mail Setup and Sending PDF  
HMDA Reporting PDF  
Recording NSF Borrower Deposits PDF  
Cloud Hosting PDF  
Editing Existing Reports PDF  
Understanding Interest Methods and Calculations PDF
GL Interface PDF  
Important Considerations PDF  
Install LOAN SERVICING SOFT PDF  
Minimum System Requirements Enterprise PDF  
Minimum System Requirements Standard PDF  
Recreating Payment History PDF  
Setting Up Printers and Hard Drives for RDC PDF  
Shortcuts and Tricks PDF  
TRID Setup PDF  
Voiding and Reissuing Posted Payments PDF  

 

 

 

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