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Guides
See the list below of all of our guides for your convenience.
Ordering:
Integrated Disclosure Guide (PDF)
PPDocs Fee History Guide (PDF)
Guide to Ordering Closing Documents (PDF)
Guide to Order a Redraw (PDF)
Texas Attorney Review Ordering Guide (PDF)
Guide to Ordering a Combined One Time (PDF)
Stella Loan Editor:
Stella Loan Editor Video
Using Stella Loan Editor Guide (PDF)
Guide to Order a Redraw using Stella (PDF)
Retrieving Your CD (PDF)
Loan Origination System (LOS) Setup
Byte Pro Import Guide
Calyx Point Import Guide
Encompass Import Guide
Loan Producer Direct Import Guide
Administration:
PPDocs Admin Guide (PDF)
e-Disclosure:
e-Disclosure (Borrower Guide)
e-Disclosure (Send from Order Form)
e-Disclosure (Send from Case File)
e-Disclosure (Send Own Package (Custom))
Editing e-Disclosure Transactions
Collaboration:
Collaboration Guide (PDF)
Collaboration Video (Video)
DocuSign
Adding External Docs and Signature Lines (PDF)
Adding Signature Lines (PDF)
Applicant Edition (PDF)
PPP:
SBA Paycheck Protection Program Guide (PDF)
Miscellaneous:
eRecording Guide (PDF)
Creating and Editing Templates (PDF)
FarmerMac Guide (PDF)
POA/Trust Guide (PDF)
How to Pay an Invoice Online (PDF)
Change of Circumstance (PDF)
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