Borrower Attorney Basic Training in 3 Parts
Part 1: Configure Portal Access
This video will show you how to set up your Portal account and create user accounts for other firm users. If you already have access to the Portal and do not need to set up additional accounts, skip to Attorney Basic Training Video #2: Using docUmods to prepare paperwork packages.
Part 2: Prepare Paperwork Using docUmods
Prepare your clients package the easy way. docUmods will provide you will all the required documents. You just need to print the documents and have your client sign the completed forms.
Part 3: Portal Submission
Learn how to submit your completed paperwork package to the Servicer.
Other Training Topics
Messaging and Notification System
Learn how to send and receive messages using the Portal's built-in communications platform. Communicate with all parties using the Portal messaging center. Keep on top of each case with the History and Notification system.
Get Organized With Labels
Learn how to create labels and then flag the cases of your choosing with your newly created custom labels.
Tutorial: Create New User Accounts
Create accounts for members of your organization.
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