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Point and PointCentral Knowledge Base

Zip: POS for Point

Zip: POS for Point

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 Zip with Point

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

6511 Phase 3 Fannie Mae - Freddie Mac UCD Errors

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

Zip Administrator Training New Control Options Webinar

Let's Set Up Zip Together

Zip Best Practices Webinar

Calyx Zip. Performance Delivered

Zip Admin Training Webinar

Zip 3.1 Release

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User Guide

Zip 3.1 User Guide

Release Notes

Zip 3.0 Release Notes

Zip 2.9 Release Notes

Zip 3.0 Release

Zip 2.8 Release

Zip 2.7 Release

Zip 2.9 Release

Zip 3.1 Release Notes

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