Documentation and Training
Learn more about using EPN with the information in this folder.
This user guide will walk you through setting up lenders, adding branches to lenders, and adding vendors and products to the lender accounts. Content In...
Mon, 23 Sep, 2024 at 4:20 PM
Administrator users can do a bulk of adding/deleting users, changing user rights, adjusting user branch affiliations, while also placing and tracking orders...
Tue, 24 Sep, 2024 at 12:11 PM
When a new user is created within the platform, that user must go through a registration process to activate their account. This guide explains how the user...
Tue, 24 Sep, 2024 at 12:11 PM
Vendor user accounts are used for viewing, maintaining, and completing the product(s) a client orders. This guide provides an overview of what a vendor user...
Tue, 24 Sep, 2024 at 12:15 PM
Content Includes: New Order Creation Adding Products New Order Creation Once the user has successfully logged into their account, they will see the...
Tue, 24 Sep, 2024 at 12:17 PM
Content Includes: Working Within an Order Order Statuses Working Within a Product How to Copy a Product How to Cancel a Product Working Within an...
Tue, 24 Sep, 2024 at 12:20 PM
VOA, VOI, Combined Products Require Applicant Interaction The workflow process for Finicity’s products in EPN is a little different compared to most other...
Tue, 24 Sep, 2024 at 12:22 PM
EPN offers you the ability to create general messages and alerts that your client users will see upon login. This will prove helpful when you need to broadc...
Wed, 5 Oct, 2022 at 9:51 AM
EPN offers you the ability to create specific messages and alerts to an individual client or a group of clients. When you setup an alert or message for an i...
Wed, 5 Oct, 2022 at 9:52 AM
The EPN settlement services platform allows managers to create smart, fast custom workflow logic for lenders that will evaluate returned data, then automati...
Tue, 24 Sep, 2024 at 12:24 PM