Webinar Wednesdays

Join us for our monthly webinar series where we highlight features, integrations, and more.

July

Web App

In this webinar, Yamini Velde will showcase the latest version of our Web Application. During this session, she will cover the following:

  • Requirements
  • Navigation
  • Entering a contact
  • Entering a loan
  • Processing transactions
  • Using collector mode
  • Running reports
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August

LOS

This webinar will cover the Loan Origination System (LOS). This webinar will detail the loan application process from start to finish. Some of the topics that will be covered include:

  • Configuring setup items
  • Entering applicant information
  • Pulling credit reports
  • Entering employment, banking, and income information
  • Defining the loan credit structure
  • Generating loan document
  • Decisioning and loan funding
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