Options
Use this part of the documentation to learn how you can use the options dialog to change user and module preferences.
General
- How to set up an accounting system integration?
- How to set up Office 365 Multi-Factor authentication?
User Preferences Options
- What are the regional user preferences options?
- How to set up E-Mail in User Preferences?
- How to set up an accounting system integration?
- What are the borrower payment statement options?
- How to use the filters option?
Loan Servicing Options
- What are the general Loan Servicing options?
- What are the NSF notice options?
- How to set up account numbering?
- How to add or edit a logo for loan servicing reports and statements?
- How to edit the user defined labels in loan servicing?
- How to customize borrower payment receipts?
- What are the late notice options?
- What are the options for a payoff notice?
- What are the options for a HUD notice?
- What are the options for an ARM notice?
- What are the options for other notices?
- What are the lender checks options?
- How to customize borrower payment coupons?
- What are the automated payment options?
- What are the insurance expiration notice options?