Point and PointCentral Knowledge Base

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Point and PointCentral Knowledge Base

Videos

Videos

Webinars

Preparing the Loan Estimate Webinar

Closing Cost Scenarios and Fees Worksheet Webinar

Custom Screens Webinar

eSign in Point

New URLA Webinar

Document Management. Getting Started Webinar

Solving Common Errors in DO,DU & LPA Webinar

Running Fannie Mae and Freddie Mac Webinar

PointCentral Admin Webinar

Originating Loans Webinar

Basic Reports Webinar

PointCentral: Basic Rules Webinar

Templates Webinar

Working with Borrowers Digitally Webinar

Quick Resolutions to Common Error Messages Webinar

A Chat with Freddie Mac: Your Loan Product Advisor Questions Answered

Chat with the Experts: Your Desktop Originator Questions Answered

Special Mortgages for Unique Needs: Originating Specialty Loans

PointCentral Administrators Part 1

PointCentral Business Rules for Administrators Webinar

How to Customize Point for Enhanced Data Collection Webinar

Growing Your Business with Oaktree Funding

Advanced Business Rules for PointCentral Admins Webinar

Preparing Your Lender Package in 5 Steps Webinar

Win More Business

Competitive Edge: Leverage Marketing Tools in Point Webinar

Power your Pipeline with LoanStream! Webinar

Unify and focusIT CRM Benefit Webinar

Power Your Pipeline with Sprout Mortgage

Troubleshooting for PointCentral Administrators Webinar

Keys to Your Non-QM Lending Success Series: Current and Future State of Non-QM

Keys to Your Non-QM Lending Success: How to Launch (or Expand) Your Non-QM Pipeline

Utilities Menu Webinar

Aggregate Adjustment on the Closing Disclosure Webinar

Tolerance Screen and Resetting the Baseline Webinar

Benefits of Borrower Master Templates Webinar

DocMagic Roadmap for eClosing

For PointCentral Admins: How to Create Business Rules

Keys to Your Non-QM Lending Success

Power your Pipeline with Caliber Home Loans' Smart Start

Creating and Generating Reports Webinar

Using the Task Manager Webinar

Ordering Initial and Closing Disclosures from DocMagic

Save Time with Cardex Webinar

Tips to Increase Efficiency Webinar

Homeowners Insurance Webinar

Getting Started Webinar

TRID 2.0. What You Need to Know Webinar

Point of Sale Orientation

Creating Custom Forms Webinar

Generating Marketing Emails in Point

Document Request and Esign Webinar

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Releases

Point 11.1 Release

Point 11.0 Release

PointCentral 11.0 Release

Point 10.9 SP1 Release

Point 10.9 Release

Point 10.8 Release

Point 10.7 SP1 Release

PointCentral 10.7 Release

Point 10.7 Release

PointCentral 11.2 Release

Point 11.2 Release

Point 11.3 Release Video

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Tutorials

Tutorial - Update your Closing Cost Scenarios

Tutorial - Pulling Credit

Tutorial - Enabling the Supplemental Consumer Information Form (SCIF)

Tutorial - Entering Buydowns

Tutorial - Adjustable Rate Mortgages

Tutorial - Point Dropdown Lists: Setup Users

Tutorial - Company Defaults

Tutorial - HELOC Loans

Tutorial - Converting Classic Loan into New URLA

Tutorial - First American Title

Tutorial - Fees Worksheet, Lender/Seller Credit Buttons

Tutorial - Loan Comparison

Tutorial - Originating with Multiple Borrowers

Tutorial - Originating with Self Employed Borrowers

Tutorial - Running Desktop Originator

Tutorial - Running in Loan Product Advisor

Tutorial - Specifying which AUS report to use in the UCD export

Tutorial - Exporting data to UCD XML

Tutorial - UCD document category or type options are not available in document management

Tutorial - Preparing a loan for UCD export

Tutorial - Completing the FHA/VA Addendum to URLA - HUD form 92900-A

Tutorial - Completing the Written List of Service Providers

Tutorial - Connectivity error occurs after a Windows update

Tutorial - Locating field IDs in Point

Tutorial - Creating an Investment Loan

Tutorial - Completing the Notice of Action Taken

Tutorial - Backing up Point data files using Point Administrator

Tutorial - Creating a Loan Program Template

Tutorial - Printer Not Activated Error

Tutorial - Finalizing HMDA data and locking the screen

Tutorial - Automatically populating the LEI number on the HMDA Reporting Screen

Tutorial - Creating Custom Forms

Tutorial - Setting Up and Accessing Key Vendors

Tutorial - Setup Zip Reminder Email

Tutorial - Secure Document Delivery

Tutorial - Setup Google Analytics in Zip

Tutorial - Adding an Email Signature in Zip

Tutorial - Loan Application Table Reporting (JSON)

Tutorial - Mortgage Call Report

Tutorial - Filling out the Escrow Section on Loan Estimate

Tutorial - Editing the Product Line on the Loan Estimate

Tutorial - Matching Cash to Close on Loan Estimate and Fees Worksheet

Tutorial - Loan Application: Borrower Information Screen

Tutorial - Loan Application: Section 1

Tutorial - Loan Application: Section 2 & 3

Tutorial - Loan Application: Section 4 - 9

Tutorial - Fannie Mae: Error 0

Tutorial - Fannie Mae: Error 1

Tutorial - Fannie Mae: Error 5

Tutorial - Fannie Mae: Error 321

Tutorial - Fannie Mae: Error 111300 & 140004

Tutorial - Fannie Mae: Error 148327

Tutorial - Fannie Mae: Error 118000

Tutorial - Fannie Mae: Error 118370

Tutorial - Mortgage Market Exchange

Tutorial - Custom Forms: Import a Document

Tutorial - Entering Point of Sale Credentials into Point

Tutorial - Subject Property in Loan Search Results

Tutorial - Freddie Mac Loan Assignment

Tutorial - Payoff and Payment Table on LE and CD

Tutorial - Point of Sale - What the borrower sees

Tutorial - Importing an application

Tutorial - Document Request

Tutorial - Sending E-Signature Documents

Tutorial - How to update Point with iUpdates

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