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Boilerplates and Text Description
Create a New Checklist
Create a Checklist Event
Create and Edit Document Package
Create Scanned File Name
E-Closing Connections
E-Closing Connections - 1099 E-Filing
Two-Factor Authentication
Users - Create New
Users - Add, Remove, Reset Passwords
Whiteboard Setup
Whiteboard
Create a New File
File
Closing Disclosure Contact Information
Maintain File - Miscellaneous Change
Maintain File - Borrower Information
Maintain File - Seller Information
Maintain File - Lender Information
Maintain File - Property Information
Maintain File - Financial Information
Maintain File - Payoff Information
Maintain File - Payoff CC
Maintain File - Insurance Information
Maintain File - Recording Information
Maintain File - Simplifile Submission
Maintain File - Tax, Fee, Proration Information
Maintain File - Title Policy
Maintain File - Upload File
Maintain File - Upload Search Results
Escrow Accounting Overview
Escrow Accounting - Creating a Credit
Escrow Accounting - Creating a Point of Contact (POC)
Escrow Accounting - Creating a Receipt
Escrow Accounting - Net Funding
Escrow Accounting - Printing Checks
Escrow Accounting - Bank Activity Report
Escrow Accounting - Balancing a File
Escrow Accounting - Split Disbursement
Documents - Generate Documents
Documents - Create Shipping Label
Documents - Delete Shipping Label
Title Policy Production
Rolodex
Create New Rolodex Entry
Escrow Accounting
1099 File Summary
1099 Submission
Bank Reconciliation
Check Register
Check Register Query
Closing Disclosure Training
Escrow Accounting Adjustments
IOLTA Receipt Post
Positive Pay Setup and Submission
Setup HUD Defaults
Shortcuts For The HUD
Title Insurance Remit
Unpaid Invoice Report
Closing Portal
Closing Portal Overview Video
Creating Users for the Closing Portal
Customizing the Closing Portal
Encrypted Email Communication
Closing Portal Message Notifications - Add to the Whiteboard
Secure Messaging through the Closing Portal
Sharing Events in the Closing Portal
Advanced
Status Legend - Organization & Process Flow
Status Legend - Add to the Whiteboard
Streamlining The Post Closing Process
Tips
E-Closing DT Quick Start Video
Custom Documents - Request
Internet Explorer - Caching Issues
Internet Explorer - Pop Up Blockers
Mozilla Firefox - Setup
TRID TIP #1 - "Practice Makes Perfect"
TRID TIP #2 - "REFI Vs Purchase CD"
TRID TIP #3 - "License Numbers"
TRID TIP #4 - Recording Fees
TRID TIP #5 - Realtor Held Deposits
TRID TIP #6 - Credits
TRID TIP #7 - Moving Lines On CD
TRID TIP #8 - AP/AIR Tables
TRID TIP #9 - Paid By Others
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Popular Paths
1099
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Accounting
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Documents
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Efficiencies
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Post Closing
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Pre-Processing
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Processing
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Setup
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Title Documentation