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Point and PointCentral Knowledge Base
Point of Sale
Common Q&A
Point Q&A
PointCentral Q&A
Training Articles
Point Articles
PointCentral Articles
Interfaces/Services/Lenders
System Articles
Webcaster Articles
Point Mobile
Videos
Webinars
Releases
Tutorials
User Guides
Point User Guides
PointCentral User Guides
SDK
Release Notes & iUpdates
Point iUpdates
Point Release Notes
PointCentral Release Notes
System Requirements
Point System Requirements
PointCentral System Requirements
Point of Sale
Q&A
Training
Videos
User Guide
Release Notes
Video Series
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?
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Training
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
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Videos
Point Of Sale Orientation 2024
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
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User Guide
Zip 3.1 User Guide
January 2024 Zip: Point of Sale User Guide
Release Notes
Point of Sale 3.4 SP.05 Release
Point of Sale 3.4 Release
Point of Sale August Release
Zip 3.0 Release Notes
Zip 2.9 Release Notes
Zip 2.7 Release
Zip 2.9 Release
Zip 3.1 Release Notes
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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
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