Managing the Workspace

Learn the various aspects of searching for transactions — including advanced search features and functionality, viewing/sorting/exporting transactions, and more.

Paper Out

Learn to remove a contract from the eVault through the process of paper printing or file-saving. Users may paper out contract records individually or as a batch.

Reporting

Lender users with appropriate permissions may run/schedule any of the transaction reports available on the “Reports” tab. Watch how.

User Permissions & eVault Access

For users at your organization to access your eVault, Lender Information Owners (LIO)/Administrators must assign permissions. Understand how access permissions are assigned and how to access your new

New! Manual Decision Status Feature Demo

Lenders who cannot support ‘Returned’ and/or ‘Pending’ decisions statuses through their LOS – this enhancement is for YOU! We’ve filled a critical gap in your decision status communication with your d

New! Manual Decision Status Feature Demo

Lenders who cannot support ‘Returned’ and/or ‘Pending’ decisions statuses through their LOS – this enhancement is for YOU! We’ve filled a critical gap in your decision status communication with your d