Product Type: Reverse Mortgage
Overview This demonstrates how to set up the reverse mortgage product type allowing for the split of loan amount and...
Actions and Products
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Color Shading of Actions and Statuses
Home Page: Colors Based on File Status On the home page, actions may be shaded in red, orange, or yellow,... -
Action Groups: Group Automation
Overview This demonstrates how to give the user the ability to only add automation to the file when it is... -
Triggers: Outstanding Checks
Overview This demonstrates how to set up and use the outstanding checks trigger in Resware. This can be used to... -
Actions
Overview Actions are an integral part of Resware. Each action is a necessary step in the process of a file.... -
Actions with Multiple Email Templates
Overview This demonstrates how to give users the ability to send different email templates to different partners without having to... -
Adding/Adjusting Fees on Existing Orders
Overview This demonstrates how to set up and give users the ability to add, remove, or adjust fees on a... -
Adding/Adjusting Fees on Prior Orders
Overview This demonstrates how to set up and give users the ability to add, remove, or adjust fees on a... -
Ancillary Products
Overview Ancillary products allow the user to add additional action groups to the file based on the client chosen and... -
Batch Cancelling Files
Overview This demonstrates how to set up and give the Resware administrator the ability to change the current status of...