Common Q&A
- Data Migration Tool – Point to Zenly
- How Do I Create a Fee Template in Zenly?
- How Do I add a New User in Zenly?
- Where do I enter User Level Credentials in Zenly?
Training Articles
- 8054 Creating Email Templates
- 8059 Lead - Status - History
- 8058 Global Email Setting - User Level
- 8057 Global Email Settings - Company Level
- 8056 Adding Custom Statuses to Lead Files
Orientation Video Series
- Zenly Orientation
- Interview Configuration - Company Main
- Interview Configuration - Set Loan Originator List
- Interview Configuration - Default Information
- Interview Configuration - Banner and Colors
Videos
- Zenly Pricing Engine
- Zenly to PATH
- Tutorial - Tracking Alerts in Zenly
- Tutorial - Generating a Pre-approval Letter