|
Briefly Speaking
XSite Tech Tips: Go
paperless today by using DirectFax
The real estate
industry is constantly developing the technology and tools needed to
facilitate the paperless mortgages of the future. Your XSite's
DirectFax feature is an important part of the paperless process that's
already in place — so why not start using it today? DirectFax turns
paper documents into electronic documents using only a fax machine.
Here's how to use this feature in five easy steps:
1. Your client logs into your Mortgage XSite using their
username and password they created when they first filled out the
loan application.
2. Your client will click on the icon labeled "Manage
Docs," and then the "DirectFax" icon. They will be prompted to
print a fax cover page.
3. All they need to do now is fax their documentation to
the fax number on the cover sheet, making sure to include the cover
sheet on the top of the fax.
4. Our fax server will read the barcode on the cover page
and create a PDF of the documents before routing it to your clients'
specific loan file in your XSite.
5. To retrieve the PDF files log into your Loan Apps and
highlight your clients' application. You will see a DirectFax icon
with a link that says "View."
That's all there is
to it! You'll never have to worry about losing paper documents again.
Learn how to do more with your XSite
Join us at our
Orlando Training Center on Sept. 13 for our Hands on
Training seminar, "Optimize Your Mortgage XSite." We'll cover lead generation, setting up your site for different users in your office, automating loan apps, developing secure digital signatures, managing appraisal and title orders, and more!
Register
here
And be sure to stop by our booth and say
"hi" at these upcoming industry events:
Oct. 23-26
MBA Annual Convention
Orlando, Fla.
Nov. 11-15
Western Regional Mortgage Brokers Conference,
Las Vegas
Contact Us
For questions about this newsletter, contact the editor:
Amanda@alamode.com
For sales inquiries, contact
sales@alamode.com or call
1-800-ALAMODE.
If you have an idea, tip or feedback on any of our products,
we'd love to hear from you! Please e-mail us at
info@alamode.com.
|