Training Essential 1

Kelli Downs

Consulting Project Manager

Description:

Description:
Part one of a two part series on an overview of NLS Version 5.0. This training video is recommended for new NLS users who want to get started on setting up their new loan servicing software. Topics that are covered in this training session include:

  • Website Resources - Video Library, Webinar Wednesday, Userguide, and Online Community.
  • Types of Clients - SaaS and License Users
  • SaaS User Login
  • Navigation and Overview
  • Security
  • System Setup
  • Contact Type
  • Contact Entities
  • Relationships
  • Contact-Loan Relationship
  • Adding a Contact
  • Setting up a loan
  • Entity Differences

Once you have completed the Training Essential Part One, please continue onto Part Two of our training essential series.

Last modified: February 11, 2020