How To Video Library

Creating Loan Fees

Adding a loan fee to a loan. Select fee type, bill, defer, or forgive, how to charge interest, make memos.

Converting Microsoft Word Mail Merge Docs

Converting Microsoft Word Mail Merge Docs And Setting Up Merge Fields.

Configuring A Loan Numbering Scheme

Configuring loan numbering schemes in LOAN SERVICING SOFT for automatic loan numbering. For loans, borrowers, lenders, vendors.

Adding A Payment Method

Adding a payment method in LOAN SERVICING SOFT. Controlling what payments go on the deposit slip. Controlling sort order, Exclude from 1098.

Setting Up Or Editing Servicing Company Info

Setting up or editing servicing company info. Address and company name that shows on reporting.

System Overview Brief

Brief system overview of LOAN SERVICING SOFT. Main screen tabs, basic functionality.

Creating A Database Connection From Login Screen

Once you have created a new database with the LOAN SERVICING SOFT Admin Tool you will need to create a connection from the Login Screen.

Payment Reversal With NSF Fee

Setting up and applying NSF fees upon payment reversals or "Exceptions" along with NSF notices that can be printed or emailed.

Adding Word Mail Merge Docs To System

Importing and setting up mail merge word documents in LOAN SERVICING SOFT.

Configuring System Email Settings

Setting up and testing your email settings. SMTP, Port settings etc..

DocuSign Setup Part 1

Setting up DocuSign eSignature or electronic signature documents in LOAN SERVICING SOFT.

Adjustable Index Rate Schedules Setup And Using

Setup up and using Index Rates for your adjustable rate loans or ARMs, Adjustable Rate Mortgages. Index rates can auto import from different online resources.

Users and User Groups Setting Up and Using

Set up and manage your users and user groups. Control access to the system along with who can read, write and edit fields, including sensitive fields such as Social Security #'s. Also, reset and manage user names and passwords.

Setting Up and Using Rate Schedules

Preconfigure your loan interest rates to automatically adjust by pre-determined schedule. Control the rate and term period of the change for a single rate change or for multiple rate adjustments.

Conditions Setting Up and Using

Setting up your default conditions list. All new loans then get your standard list. Individual conditions can then be added, removed, or edited from there. Create one large list or set up different items per loan origination stage - IE: Submission, Docs, Record, etc.. Print your conditional approval report and send to borrower or loan broker.

Copying an Existing Loan

Create a new loan by copying an existing loan. Options include copying Borrowers, Lenders, Vendors, Collateral, Escrow, Closing Costs, Fees UDF's, Classification, and/or Rate Schedule.

Charts On My Control Panel

You can adjust the size of the charts, and the viewing angle from the My Control Panel screen. And then the actual data and configuration from Control Panel, Configuration Options, System Defaults & Settings, System Settings, Control Panel Charts.

Editing Existing Reports

Go to the Control Panel, Configuration Options section and select Reports Manager. Export the report you want to edit, edit the report with Report Builder 2.0 or higher, and then import the report back into the system.

Adding A Report To Favorites

Go to Control Panel and then Reports Manager. From there select the report and then Edit. Check the box for Favorites.

Adding A Report

Import from Control Panel, Report Manager. Be sure to set the report code which can be any unique alpha numeric code. We recommend 3 to 5 digits.

Running Payoff Reports

Steps to run a Payoff Report or Demand For Payoff Report. Including making changes to amounts and titles and adding additional fees.

Loan Entry

Entering loans into the system. Manually, via wizard, template, copy an existing loan, or by batch import.

Task Assignments

Setting up and using task assignments. System created tasks and manually created tasks. Can be assigned and routed to individuals and/or groups.

Adding A Borrower Adding A Borrower

Adding Borrowers independently or as part of a loan. Handles Co-Borrowers and Guarantors also.

Report Functionality Overview

The different options for reporting. Save or export as Word, PDF, or Excel. Actions for sending reports to Docs & Log with notes and status, sending to email with email templates, and sent to batch for batch report creation.


Set up for first/opening month, setting up an auxiliary account for adjustments, and a basic overview of the reconciliation process.

Payment Distribution Waterfall

Setting up and using the Payment Distribution Waterfall by Interest Method, an the individual loan level, and then at the time of payment processing.

Loan Templates

Setting up and using Loan Templates. Preconfigure your loan models and then start with a template. Control things like, interest rate, interest only/amortized, grace days, late fees, etc..

Auxiliary Account Setup

Setting up an auxiliary account for adjustments in LOAN SERVICING SOFT. Be sure to see our Reconciliation video as well.

Loan Status

Setting up and using both normal Loan Statuses and Special Loan Statuses. Control workflow and tasks, warning messages, color coding, etc..

Tasks Functionality Overview

You have multiple options for creating and handling tasks. Show or don't show future tasks.

Insurance Tracking Setup

Setup and track a single or multiple collateral insurance policies. Track policies by expire date with task/notifications.

Late Fees

Setup late fees with grace period. Setup flat fee amount, % of total amount due, % of single principal and interest payment, or % of interest due.

Statements Setup For Printing Or Emailing

Setup borrower statements or borrower bills to print or email a certain number of days prior to due date. Also, select your statement format.


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