by focusIT Support Team | Jul 20, 2016 | FocusIT Blog
How to create a new Data Folder in Point Central The steps are as follows: 1. Log into Point Central 2. Click on Data Folders under the menu on the left-hand side of the screen 3. Click on Add Data Folder 1.Type the name of the new folder and click on Add Data Folder...
by focusIT Support Team | Jul 20, 2016 | FocusIT Blog
How do you stay one step ahead of the competition in the “information age?” Nurture leads! FocusIT is happy to announce Pulse Marketing, a lead nurturing workflow solution for the digital age! What is Pulse Marketing? Pulse Marketing is the digital age workflow...
by focusIT Support Team | Jun 17, 2016 | FocusIT Blog
Starting Monday, June 13th we will begin our automated upgrade of all PointCentral servers with the goal of having all servers completely upgraded to Calyx PointCentral version 9.3 by June 24th. Be on the lookout for several automated emails that will be sent to the...
by focusIT Support Team | Jun 17, 2016 | FocusIT Blog
The steps are as follows: Search for the file you want to copy and highlight the file, but do not open it. Click the Copy button. The next screen to open is the Copy Borrower screen, from here you would click the down arrow under the Data Folder window to select the...
by focusIT Support Team | Jun 17, 2016 | FocusIT Blog
Follow the steps below to apply a workflow Log into your Pulse website Click on My Pipeline Click on the Loan’s tab Locate your file and double click on the Borrower name to open From the center menu bar click on Workflow Setup Click the down arrow under...
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