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Training Articles
- 8000 Entering your Company Information in Zenly
- 8134 Exporting contacts from outlook into Zenly
- 8008 Mortgage Call Report (Reports)
- 8135 Exporting Point Cardex into Zenly
- 8504 Package Failure: Request XML Content Error
- 8507 Creating a Lead Invite in Zenly
- 8505 Fannie Mae Common Error Codes
- Fannie Mae Request Code: General
- 118314 Property Purchase Price is missing
- 118337 Subject Property Type Code is missing
- 8133 Zenly Adding FHA/VA Lender ID to the file
- 8131 Running Reports in Zenly
- 8117 Creating a Fee Template
- 8118 - Applying a Fee Template
- 8119 Previewing Documents
- 8114 Applying Templated Escrow Tables to a File in Zenly
- 8006 – Templating Escrow Tables for use in Zenly
- 8113 Managing your Borrower Sets in a Loan File
- 8112 Completing the Tax Return Requests screen
- 8110 Entering a Construction-to-Permanent Loan in Zenly
- 8109 Matching a Mortgage Liability to Real Estate Owned
- 8108 Editing Liabilities
- 8107 Assigning a Loan Originator to a file in Zenly
- 8111 Reviewing and Completing the Loan Estimate (LE) in Zenly
- 8005 Setting the Loan Originators List for use with the Company Main page
- 8004 Using the Company Main site for Zip with Zenly
- 8105 Generating Documents in Zenly
- 8104 Requesting Borrower Documents through Zenly
- 8103 Using Desktop Originator in Zenly
- 8102 Pulling Credit and Importing Liabilities
- 8101 Entering User level Service Settings
- 8100 Importing External Loan files into Zenly
- 8003 Entering Company Level Service Settings in Zenly
- 8002 Customizing Dropdowns in Zenly
- 8001 Adding a new User in Zenly
Interview Configuration
- 8127 Setting the Loan Originators List for use with the Company Main page
- 8123 Using Email Signatures in Zip
- 8125 Assigning Borrower Interview Configurations to Loan Originators
- 8126 Using the Company Main site for Zip
- 8128 Resending a Zip Borrower Interview to Point
- 8129 Enabling and Templating Borrower Document Collection for use within the Zip Interview Submission
- 8130 Modifying Borrower Email Notifications for Zip
- 8120 Setting up your Zip site
- 8122 Setting Conditions on the Document Template
- 8124 Creating Borrower Interview Configurations
- 8121 Updating User information for Zip
- 8506 Common Freddie Mac Errors
Set-Up
- User not Authenticated
- 8007 How to Add Employment Identification Number.
- 8009 Exporting Generated MCR Call Report
- 8136 Zenly NMLS Help Guide
- 8010 Setting Up Zenly Administration Website for Spanish
- 8011 Setting Up Zenly Landing Pages for Spanish
- 8012 Creating Document Packages in Zenly
- 8013 Adding, Swapping, Merging, Separating and Deleting Borrowers in Zenly
Training Articles
- 8137 Using Zenly & ZIP to Call Contacts on Android or iPhone.
- 7020 ZENLY Email Template Setup: Importing HTML Samples
- 7024 How to Copy HTML from a Web Browser (Zenly)
- 8054 Creating Email Templates
- 8059 Lead - Status - History
- 8058 Global Email Setting - User Level
- 8057 Global Email Settings - Company Level
- 8056 Adding Custom Statuses to Lead Files
- 8055 Generating App Passwords
- 8203 KB Creating Email Templates
- 8201 Receiving and Reviewing Borrower Uploaded Documents in Zenly
- 8014 Exporting Zenly Loan Files
- 8132 Completing the SCIF in Zenly
- 8015 Pre-Approval Letter in Zenly
- 8200 Completing the Mortgage Call Report Screen in Zenly
- 8053 Configuring Marketing Access User Level
- 8062 Using the Zenly Marketing screen
- 8061 Creating and Managing Email Campaigns
- Generating eSignature Request in Zenly
- How to Send a Custom Form for eSignature in Zenly
- 8508 Fannie Mae Addendum – Source Field & DU Exceptions in Zenly
- 8509 How to Pull a Soft Credit Report in Zenly
