Adding eSignature to Adobe

WIth Adobe being our primary app we use to view and handle PDFs, it may be needed to have your eSignature uploaded into Adobe to allow you to eSign forms and files when allowed, here is a guide on how to add your own signature!Adding eSignatures to Adobe.pdfAny questions, reach out to the Help Desk!

Adding Xactus Credentials into Blend

While it is not a common use for it, you can pull credit through Blend with your Xactus credentials, here is a guide with step by step instructions on how to add your Xactus creds into Blend to do so!Adding Xactus Credentials in Blend.pdf

Blend's application retention policy

Blend's application retention policy is below directly from their support website:When an unarchived loan is untouched for 120 days (untouched is defined as not undergoing any action), it is then archived. It will then get permanently deleted after two weeks. (134 days total) If an active loan...

Converting a Byte file to PDF

You may have experienced this before, you receive a PDF from one of your coworkers on a loan you are trying to get squared away and the text in the PDF is all scrambled like a bunch of eggs, this guide will show you how to export the file to a PDF so the text does not get scrambled.How to Convert...

How do I change my SSO password?

Remember SSO leverages a Microsoft account to condense what would normally be multiple different accounts into one central managed account. For more in depth article on SSO click HERE - https://learn.microsoft.com/en-us/entra/identity/enterprise-apps/what-is-single-sign-on.Follow the steps in thi...

How do I reset my DU password?

If you cannot sign into DU or are getting a “User Not Authenticated” error in Byte while trying to run DU, then you may need to reset the password. Your password could have expired (every 90 days) or you may have been locked out due to too many failed login attempts. In any case, attached is a jo...

How to Open a Ticket

Anytime you have an issue, its imperative that you need to be able to reach out for assist, here is a guide on how to open a ticket!How to Open a Ticket.pdf

How to report phishing emails.

Phishing emails (Article from the FTC here - https://consumer.ftc.gov/articles/how-recognize-avoid-phishing-scams)) are a more prevalent then ever. We use a service called Phish Alert to monitor, train and combat phishing emails. If you receive a suspecting phishing email you should report it. To...

How to Setup Microsoft Authenticator

Since we deal with a lot of sensitive data, we require that our employees set up multi-factor authentication. Which is a fancy way of saying adding an extra step when you log into your account. This guide will walk you through how to download the app we use (Microsoft Authenticator) and how to se...

Setting up DU for the first time.

In order to run credit through Byte, you will need to make sure you have your DU creds entered into Byte properly. Sometimes you may get a “User not Authenticated” error or the report will not run if these credentials are not entered into Byte through the “Fannie Mae” interface.Please use this jo...

Setting up Xactus360 for the first time.

In order to run credit through Byte, you will need to make sure you have your Xactus creds entered into Byte properly. Sometimes you may get a “User not Authenticated” error or the report will not run if these credentials are not entered into Byte through the “Fannie Mae” interface.Please follow ...

Using CT Fax

Faxing is now done using the Call Tower email-to-fax service. This service has replaced the FaxFinder desktop app.It is now as simple as sending an email.To send: Open a new email in Outlook. The email address you're going to send to is the fax number you want to fax, except with @ctcloudfax.com ...

Using CT Text

CT Text is a new feature integrated into Teams through Call Tower. Call Tower is our phone/fax carrier. This allows you to send text messages from your Teams direct number to external cell phone numbers.The first thing you need to do to enable it is open Teams, find the ‘Apps’ icon on the left-ha...

Using Mimecast - Managing On-Hold Messages

Mimecast is a tool we integrated into Outlook in order to help keep spam out of your inbox while giving you the ability to permit legit senders, this guide will show you to access, manage messages, and whitelist/blacklist senders to help organize your inbox!  How to Use Mimecast - Managing On Hol...

Which Ticket Form should I fill out?

As we grow, we will continue to add more forms to the helpdesk when needed.Currently we have the Developers and IT Support on the helpdesk. Computer, phone, office internet, printer support as well as most user account issues or questions should go to the Tech Support Form with exceptions belo...