Training Essential 1
Kelli Downs
Consulting Project Manager
Description:
Part one of a two-part series on an overview of NLS. This training video is recommended for new NLS users who want to get started on setting up their new loan servicing software. Topics that are covered in this training session include:
- Website Resources – Video Library, Webinar Wednesday, User guide, and Online Community.
- Types of Clients – SaaS and License Users
- SaaS User Login
- Navigation and Overview
- Security
- System Setup
- Contact Type
- Contact Entities
- Relationships
- Contact-Loan Relationship
- Adding a Contact
- Setting up a loan
- Entity Differences
Once you have completed the Training Essential Part One, please continue to Part Two of our Training Essential series.
Last Modified: February 11, 2020
Bringing enterprise-grade loan management software to all lenders.
Nortridge Software Corporate Office
27422 Portola Parkway, Suite #360
Foothill Ranch, CA 92610
Phone: 714.573.7988
Loan Software
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