Upcoming Webinars

We offer webinars throughout the year covering a variety of topics important to the success of your business. Register today to take advantage of these free educational opportunities.

7
June

PointCentral: Basic Rules

June 7, 2022

2:00 p.m. -3:00 p.m.

In this session, we will cover:
•    The different Rule Types PointCentral offers
•    How to Create a Rule in the PointCentral Admin site
•    How Rules function in a file once they become active for your Software
•    Example of Rules that you may want your users to have to follow
•    and more!
9
June

PointCentral: Basic Rules

June 9, 2022

11:00 a.m. -12:00 p.m.

In this session, we will cover:
•    The different Rule Types PointCentral offers
•    How to Create a Rule in the PointCentral Admin site
•    How Rules function in a file once they become active for your Software
•    Example of Rules that you may want your users to have to follow
•    and more!
14
June

Point 10.8 Release

June 14, 2022

11:00 a.m. -12:00 p.m.

10.8 updates features in support of the new loan application
-Adding customer information form SCIF
-Replaced Details of Transaction section with Lender Loan page 2 section
-Freddie Mac LPA cashout updates
-Copy feature creates loan in new URLA format
-Adding First American Title interface
16
June

Point 10.8 Release

June 16, 2022

2:00 p.m. -3:00 p.m.

10.8 updates features in support of the new loan application
-Adding customer information form SCIF
-Replaced Details of Transaction section with Lender Loan page 2 section
-Freddie Mac LPA cashout updates
-Copy feature creates loan in new URLA format
-Adding First American Title interface
21
June

Reports in Point

June 21, 2022

2:00 p.m. -2:30 p.m.

The benefits of creating and editing custom reports in Point can cut down your Audit/Tax time by hours! The reports tab can also help with generating more business when referring back to past customers who may not have gotten approve the first time around.

This session will cover:

-Creating Custom Reports

-Generating Reports

-Editing Reports

-And much more!

23
June

Reports in Point

June 23, 2022

11:00 a.m. -11:30 a.m.

The benefits of creating and editing custom reports in Point can cut down your Audit/Tax time by hours! The reports tab can also help with generating more business when referring back to past customers who may not have gotten approve the first time around.

This session will cover:

-Creating Custom Reports

-Generating Reports

-Editing Reports

-And much more!