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
- 8203 KB Creating an Email Templates
- 8201 Receiving and Reviewing Borrower Uploaded Documents in Zenly
- 8135 Exporting Point Cardex into Zenly
- 8504 Package Failure: Request XML Content Error
- 8507 Creating a Lead Invite in Zenly
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
- Tutorial - Importing a Directory in Zenly