Document Templates
Andres Delfin
Trainer
Description:
Learn how to use the document template feature in Word to create dynamic letters and documents that automatically load borrower and loan information. This webinar session goes through creating the document in word using the developer tab, where to find the keyword triggers, how to enable document templates in the NLS Setup, and how to view the final letter under each borrower or loan.
Last Modified: February 18, 2020
Bringing enterprise-grade loan management software to all lenders.
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27422 Portola Parkway, Suite #360
Foothill Ranch, CA 92610
Phone: 714.573.7988
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