Training
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...
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 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...
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...
Using Mimecast - Sending Secure Emails
Mimecast is an app we have integrated into Outlook which allows you to send and receive encrypted emails, which is pretty handy when you are working with sensitive information and documents that contains information we do not want getting out, this guide will show you how to send and receive encr...