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Tips and Tricks
Enhance your workflow and efficiency with our Tips and Tricks
LiteSpeed
- How Borrowers Experience eSigning and eDisclosures
- eSigning Documents From Your LenderLogix Account
- Order Credit From Your LenderLogix Account
- Customizing and Updating a Borrower's Needs List in Encompass
- Initiate a Loan Application on Behalf of Your Borrower
- Using the LiteSpeed Request Generator
- View Borrower Documents In Your LenderLogix Portal
- Entering a Custom Address
QuickQual
- Easily Invite Agents and Share a Sample QuickQual
- Leverage QuickQual as a marketing tool towards Real Estate Agents!
- Navigate the Filter and Sort function in QuickQual
- How to account for new maximum loan limits in QuickQual
- Adjust Interest Rates in QuickQual
- How to Disable or Expire a QuickQual
- When to Adjust Max LTVs in QuickQual
- Generate a PDF of Closing Costs
- Updating your User Profile
- Handle Unique Loan Programs in QuickQual
- Adding Multiple Scenarios to a QuickQual
- Updating Your QuickQual Email Template
- Adding in Different Kinds of Grants to a QuickQual
- How to Control Who Can Generate Letters in QuickQual
- Manage and Change a Borrower's QuickQual Pin
- Tiered Mortgage Insurance Rates in QuickQual
- Aligning QuickQual Expirations with Credit Report Expiration
- Issuing Pre-Qualification and Pre-Approval Letters Yourself
- How to Save LenderLogix on Your Phone's Home Screen
- Update Fees and Input Additional Credits
- How Agents Experience QuickQual
- How Seller Concessions Work
- Secondary Financing and Grant Repayment
- Update an Existing QuickQual's Boundaries
- Understanding the View QuickQual Details Page
- Present Borrowers with Multiple Rates in a Single QuickQual
- Reactivate an Expired QuickQual
- Translate a QuickQual Calculator to Spanish
- Account for More Than Two Borrowers in a QuickQual
- Using QuickQual Without Sharing With a Borrower or Agent
- Introducing QuickQual to Borrowers: Leveraging Your Email Template
- How Borrowers Can Unshare Their QuickQual with an Agent
- Account for the New NAR Commission Rules in QuickQual
- Quickly Adjust Interest Rates in Bulk
- Manage Notifications in QuickQual
- Accessing Your QR Codes and Links
- Force a Larger Down Payment in QuickQual
- Viewing QuickQual Analytics and Insights
- Navigating the LenderLogix Learning Center
- Adding the Borrower Instructional Video to Your QuickQual Email Template
- Access Your Marketing Toolkit & Updated Way to Send Borrower Video Instructions via Email
- How to Introduce QuickQual to Agents
- Ensure Changes to QuickQual Are Saved and Updated
- Customizing Your QuickQual Email Template
Digital Business Card
- Update Text of Main Action Button on Digital Business Card
- Loan Officers Can Now Manage Realtor Digital Business Card Links
- How To Customize Your Digital Business Card
- Instructing Agents to Save your Digital Business Card to their Phone
- Digital Business Card Basics
- Update Your Digital Business Card Headshot
- Save the Digital Business Card to Your Home Screen
- Encourage Agents to Log In Through Your Digital Business Card
- View Your Digital Business Card Analytics