![Point.png]](https://www.calyxsoftware.com/hs-fs/hubfs/Point.png?height=40&name=Point.png){kind=small}
Point of Sale
Q&A
- Is there a way to attach my Master Template to my Zip Applications?
- What is the cost for Zip: POS for Point applications and when do I get charged? What is the cost for eSign and when do I get charged?
- How can I send a document request to a Borrower?
- Is there a way to request documents when the borrower is filling out the application?
- How do I merge two separate Zip applications together in Point?
- Can borrowers upload documents via their phone?
- Can Loan Originators have their own landing page?
- Am I able to plug the "Get Start" button into my company's website?
- Is there a way for another user to pull in someone else application, document request, and eDisclosures?
- Is there a way for my processors to receive the same alerts as my loan originators when they have an application submitted, document uploaded, or an eDisclosure signed by a borrower?
- How do I not show any individual loan originators on the Company Main Page?
- How do I resend eDisclosure that has expired to a borrower?
- How do I connect Zip to Point?
Training
- 8137 Using Zenly & ZIP to Call Contacts on Android or iPhone
- 7023 How to Copy HTML from a Web Browser (Zip)
- 7022 ZIP Email Template Setup: Importing HTML Samples
- 7003 Setting your Company Defaults for Zip
- 7002 Setting up your Zip site
- 7006 Enabling and Templating Borrower Document Collection for use within the Zip Interview Submission
- 7016 Using Email Signatures in Zip
- 7017 Setting Conditions on the Document Template
- 7001 Requesting/Retrieving borrower documents using Point of Sale
- 7005 Updating User information for Zip
- 7010 Resending a Zip Borrower Interview to Point
- 7014 Modifying Borrower Email Notifications for Zip
- 7012 Creating Borrower Interview Configurations
- 7007 Using the Company Main site for Zip
- 7004 Adding new Users to your Admin Zip account
- 7008 Setting the Loan Originators List for use with the Company Main page
- 7009 Setting default FormFree credentials for receiving non-watermarked VOA documents
- 7013 Assigning Borrower Interview Configurations to Loan Originators
- 7015 Enabling Item Forwarding
Videos
- Zip - How to Unsubscribe
- Zip - Creating Email Templates with HTML and Merge Fields
- Point Of Sale Orientation
- Point Of Sale August 2024
- Zip Best Practices Webinar
- Calyx Zip. Performance Delivered
- Zip 3.1 Release
- Zip 3.0 Release
- Zip 2.8 Release
- January 2024 Release
- Tutorial - Point of Sale Mortgage Calculator
- Tutorial - Point of Sale Loan Products
User Guide
Release Notes
Video Series
- Point of Sale - Company Main
- Point of Sale - Set Loan Originator List
- Point of Sale - Default Information
- Point of Sale - Banner and Colors
- Point of Sale - Loan Originators
- Point of Sale - Calculators
- Point of Sale - Products
- Point of Sale - Configuration
- Point of Sale - Disclaimer/eConsent/Result & Terms of Use Privacy Policy
- Point of Sale - Retention Policy
- Point of Sale - Email Setting
- Point of Sale - Edit Emails
- Point of Sale - Edit Reminders
- Point of Sale - Borrower Interview Report
- Point of Sale - eSign Reports
- Point of Sale - Billing Statement Report
- Point of Sale - Borrower Statistics
- Point of Sale - Google Analytics
- Point of Sale - Document Template
- Point of Sale - Security
- Point of Sale - Payment Management
