Getting Started

End User License Agreement

System Requirements

Logging In

Forgotten Passwords

Password Lockouts

Other Login Problems

Adding It to Your Site

XSites Desktop

Installing XSites Desktop

Configuring Your Account

Configuring RSS Feeds

Using XSites Desktop

Desktop Loan Management

Finding Loan Apps

Importing/Exporting Loan Apps

Managing Loan Status

Calyx Integration

User Management

Creating Accounts

Creating a Profile

Granting Privileges

Deleting Accounts

Loan Apps

Your Client's Perspective

Starting an App

Managing the App

Loan App Setup

Visible & Required Fields

Customizable Text

Status Checkpoints

Automatic Status Messages

Faxed Application Packets

Working with Loan Apps

Importing from Your LOS

Reassigning Apps

Sending Status on Apps

Sending Status to Other Parties

Other Application Functions

Editing Apps

Managing Documents

Using DirectFax

Uploading Documents

View, Rename, Delete & Refresh

Ordering Appraisals

Setting up a Fee Panel

Working with Appraisal Orders

Modifying Orders

Attaching Documents to Orders

Sending Title Requests

Ordering Credit Reports

Desktop Loan Management

Finding Loan Apps

Importing/Exporting Loan Apps

Managing Loan Status

E-Signatures

About E-Signatures

Creating Signable Documents

Signing Documents

LOS Integrations

Configuring LOS Integrations

Exporting to Your LOS

Loading Apps into Your LOS