Zenly Knowledge Base

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Zenly Knowledge Base

Videos

Videos

Webinar

Zenly Administrator Training

New URLA

Introduction to Zenly

Documents Webinar: Disclosures, Document Request and E-sign

Release

August 2024 Zenly Release Video

Zenly 2.8 Service Pack 1 Release Video

Zenly 2.8 Release Video

Zenly 2.8 Service Pack 2 Release Video

Interview Configuration Release Video 3.1

October 2023 Release Video

November 2023 Release Video

January Interview Configuration Release

March 2024 Release Video

May 2024 Release Video

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Tutorial

Tutorial - Creating Email Templates

Tutorial - Generating App Passwords

Tutorial - Email Settings

Tutorial - Email Settings Company Level

Zenly Pricing Engine

Zenly to PATH

Tutorial - Tracking Alerts in Zenly

Tutorial - Importing a Directory in Zenly

Tutorial - Generating a Pre-approval Letter

Tutorial - Zenly Adjustable Rate Mortgages

Tutorial - Entering LPA Credentials

Tutorial - Pulling Credit

Tutorial - Create a Fee Template

Tutorial - Customizing Dropdown Menus

Tutorial - User Profile

Tutorial - Loan Program Template

Tutorial - Loan Comparison

Tutorial - Batch Importing 3.2 FMN/3.4 MISMO files

Tutorial - Alerts and Alert Configuration

Tutorial - Document Packages

Tutorial - Import Lead into Loan File

Tutorial - Industry Connect

Tutorial - Archive and Delete Files

Tutorial - Mortgage Calculator

Tutorial - Loan Products

Tutorial - Entering Company Information

Tutorial - Storing Documents

Tutorial - Generate Documents

Tutorial - Sending E-Sign Documents

Tutorial - Adding a Custom Signer with E-Sign

Tutorial - Document Request

Tutorial - Adding a New User

Tutorial - Sending a Lead Invite

Tutorial - Running Fannie Mae Desktop Originator

Tutorial - Running Freddie Mac LPA

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