Menu of Videos

Menu of Videos

 

Pricing Engine
Using Pricing Engine – Loan Sifter (Full length)
Using the Pricing Engine – Conventional loan
Using the Pricing Engine  – Jumbo loan
Use the Pricing Engine – VA loan
Use the Pricing Engine – FHA loan

 

Determining if today is a good day to lock loans

Bytepro
How to run DU for Conventional loans (Gabby)
How to run DU on FHA Loans (Jaime & Gabby)
Pricing Engine – how to price out FHA loan within Bytepro
Pricing Engine – how to price out Conventional loan within Bytepro
How to create estimate for a Purchase loan
How to create estimate for Refinance loan

How to copy a file
How to Upload documents
How to create a new file

how run a credit report in bytepro
how to run a joint credit report then separate borrowing spouse only

how to use credit simulator with cti credit report

credit simulator video
how  to order a credit supplement or rating

Title
How to pull a property profile
How to pull a property tax bill

Jungo CRM

Creating new record
business contact
client contact
loan record
account record

Case record

 

Editing records
category types in business contacts
editing stages to client contacts
editing stages to loan records

How to mass update contacts from list view

Pricing

How to price a loan with Blue Point

 

 

Emails
adding attachments to email templates
adding email template to Jungo
how to send mass email to realtors
how to send an email

Text Messages
how to send a text message

Tasks
how to edit existing tasks

LOS sync

How to update the credentials when LOS password is changed” for Jungo
Phone Calls
how to make a phone call using ring central

Refinity Reports
Refinity report – how to setup and send referral source report

LOS Syncing
understanding how bytepro an jungo sync

Ring Central

How to use ring central mobile app (call, forward, conference)
How to use ring central in Jungo (Ivan)

Filmora

Video for JG to use for screen recording

 

Loan Officer Assistant Tutorials
LOA Task Tutorial Preapproved Stage (Andrew)
LOA Task Tutorial 1-9 (Andrew)

LOA – 1 Lead to Prospect Stage (Jaime) 6:44
LOA – 2 The Prequalification (Jaime) 3:05
LOA – 3 The Preapproval Stage (Jaime) 8:15am
LOA – 4 The Loan Origination (Jaime)

 

Bytepro Stages

Bytepro Stage – Lead

Bytepro Stage – Prospect

Bytepro Stage – Prequalification

Bytepro Stage – Preapproval Queue

Bytepro Stage – Loan Origination

Bytepro – How to run credit report

PQ Worksheet

Introduction only  0:00      

FHA with 5% Down on SFR 4:56
Conventional 10% Down on Condo   11:51
Conventional 20% Down on Duplex  13:33
Conventional 20% Down on Non-Owner SFR  15:56

Conventional Rate / term only   17:51
Conventional with Cash-out    29:00

Introduction to PQ Worksheet (full length)

 

 

Vimeo
How to load video and get URL
https://player.vimeo.com/external/454418015.hd.mp4?s=dff0b4a4c9b8c669ee85cf8a4d5add7f6d736839&profile_id=175

 

Marketing Videos

Created for Office Generated Marketing

HELOC 80-10-10 (consider revising couple nearly kissing on floor)
Home Style Renovation
GSFA Loan Program
VOE Only Programs
Conventional 3% Down 00:41

Real Estate Investor Loans 00:35

Real Estate Investor Loans Covid 2020 Version 00:41
FHA 3.5% Down 00:31
DPA Video  00:16 (Voice over)
VA Home Loans 00:37
Teacher School Program 00:25

Down Payment Assistant  2:50 (Voiceover)
PMI Removal Refinance w number

Created for Loan Officers (Main Phone Number)

HELOC 80-10-10
Home Style Renovation
GSFA Loan Program
VOE Only Programs
Conventional 3% Down 00:41
Real Estate Investor Loans 00:35
FHA 3.5% Down 00:31
DPA Video  00:16 (Voice over)
VA Home Loans 00:37
Teacher School Program 00:25

Down Payment Assistant  2:50 (Voiceover)
PMI Removal Refinance no number

The Preapproval Stage 2:03
The Processing Stage 2:30
The Loan Disclosures 2:25 ( must be redone for better graphics )
The Underwriting Process 1:23
The Loan Approval Process 1:22
The Clear to Close Stage  2:46

Loan Officer Hiring

Loan Officer Presentation
Introduction to Jungo CRM
Using Jungo CRM tutorial
Introduction to Bytepro LOS
Loan Officer Commercial

Loan Officer Commercial Zip Recruiter

Zoom

How to add virtual background

How to share screen with viewer

How to send invitation

 

 

WordPress Video Lightbox Plugin