Software Presentations

The information contained in these videos is intended as general information only and does not constitute legal advice. 

Miscellaneous PresentationsRevision DateFile Type
How to Edit an Index Rate in ParametersJuly 2021 MP4 VIdeo
Revised 1003 Process
February 2021 MP4 VIdeo
1003 DirectJune 2020MP4 Video
Navigation and FunctionalityJanuary 2020 MP4 VIdeo
Denial with Quick AppJune 2019MP4 Video
Section II Construction/Construction-Permanent Screen Edits
June 2019MP4 Video
Editing Rescission Triggers in Closing Phase
June 2019MP4 Video
HMDA Reg BJanuary 2018 PDF
eSignature Powered by DocuSign Presentations
Deposit: eSignature Authorization Code for Consumer Account - Account Representative
Deposit: eSignature Authorization Code for Consumer Account - Signer
Deposit: eSignature SMS Message for Entity Account - Account Representative
Deposit: eSignature SMS Message for Entity Account - Signer
Loan: eSignature Authorization Code for Consumer Loan - Lender
Loan: eSignature Authorization Code for Consumer Loan - Signer
Loan: eSignature SMS Message for Entity Loan - Lender
Loan: eSignature SMS Message for Entity Loan - Signer
Loan & Deposit: Notification for Account Representative or Lender
Loan & Deposit: Adding Documents to Loan or Deposit Envelope 
Interface Presentations
Deluxe Check Order Interface
HMDA Interface
Credit Report for an Individual
Credit Report Parameters Settings

TRID Presentations

DescriptionRevision DateFile Type
(* in a Zip File)
TRID Admin – This video will assist the System Administrator in setting Parameter defaultsSept. 2015 MP4 Video
TRID Collateral – Collateral Reminders, and Request and Receipt ButtonsSept. 2015 MP4 Video
Purchase Info (Seller) – See how to enter Sellers, and Buyer and Seller Real Estate BrokersJune 2019 PowerPoint
TRID Liability RemindersNov. 2015 * PowerPoint
TILA RESPAJune 2015 PowerPoint
Change of Circumstance in Closing PhaseJune 2019 MP4 Video