Videos

Webinar

• Zenly Administrator Training
• New URLA
• Introduction to Zenly
• Documents Webinar: Disclosures, Document Request and E-sign

Release

• August 2024 Zenly Release Video
• Zenly 2.8 Service Pack 1 Release Video
• Zenly 2.8 Release Video
• Zenly 2.8 Service Pack 2 Release Video
• Interview Configuration Release Video 3.1
• October 2023 Release Video
• November 2023 Release Video
• January Interview Configuration Release
• March 2024 Release Video
• May 2024 Release Video

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Tutorial

• Creating and Managing Email Campaigns in Zenly
• Tutorial Zenly - How to Unsubscribe
• Tutorial Zip - Creating Email Templates with HTML and Merge Fields
• Zenly to PATH
• Tutorial - Creating Email Templates
• Tutorial - Generating App Passwords
• Tutorial - Email Settings
• Tutorial - Email Settings Company Level
• Zenly Pricing Engine
• Tutorial - Tracking Alerts in Zenly
• Tutorial - Importing a Directory in Zenly
• Tutorial - Generating a Pre-approval Letter
• Tutorial - Zenly Adjustable Rate Mortgages
• Tutorial - Entering LPA Credentials
• Tutorial - Pulling Credit
• Tutorial - Create a Fee Template
• Tutorial - Customizing Dropdown Menus
• Tutorial - User Profile
• Tutorial - Loan Program Template
• Tutorial - Loan Comparison
• Tutorial - Batch Importing 3.2 FMN/3.4 MISMO files
• Tutorial - Alerts and Alert Configuration
• Tutorial - Document Packages
• Tutorial - Import Lead into Loan File
• Tutorial - Industry Connect
• Tutorial - Archive and Delete Files
• Tutorial - Mortgage Calculator
• Tutorial - Loan Products
• Tutorial - Entering Company Information
• Tutorial - Storing Documents
• Tutorial - Generate Documents
• Tutorial - Sending E-Sign Documents
• Tutorial - Adding a Custom Signer with E-Sign
• Tutorial - Document Request
• Tutorial - Adding a New User
• Tutorial - Sending a Lead Invite
• Tutorial - Running Fannie Mae Desktop Originator
• Tutorial - Running Freddie Mac LPA

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