Point and PointCentral Knowledge Base

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Point and PointCentral Knowledge Base

ZIP

ZIP

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 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 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 - Borrower Uploaded Documents

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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