Michael Ferri
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Activity overview
Latest activity by Michael Ferri-
Michael Ferri created an article,
Best Practices for Filtering Columns within Pipeline Views
Overview: Within this article we wanted to highlight some best practices when filtering/searching one or multiple data elements within a column view. Recommendations: Show more records if needed...
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Michael Ferri created an article,
How can I view tickets that I have created, been CC'd on, or my organization has submitted to Cloudvirga?
Sign into Zendesk with your company email Find your profile in the upper right corner Click on “My Activities” To view all requests you have made: Click on “My requests” To view all requ...
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Michael Ferri created an article,
Applying for Loans in US Territories and Washington D.C.
A borrower(s) is able to apply for loan(s) within the US capital of Washington D.C. or within US territories such as: Puerto Rico (PR) US Territories not supported: Guam American Samoa US Virg...
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Michael Ferri created an article,
Activating a site for a Loan Officer licensed in New York (NY)
Loan officers that are licensed in the state of New York must take a couple extra steps to ensure that borrowers are able to apply for a loan through their website with a subject property located w...
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Michael Ferri created an article,
How to Set a Default Paid By/To Fee Provider at the Fee Level
Administrators are able to set default fee providers at the fee level within Fee Manager. The below screenshot displays where a user can set default for Paid By/To to 'Borrower' with the Fee M...
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Michael Ferri created an article,
Mortgage Insurance (MI) - MGIC
Overview: The user has the ability to choose from several MI vendors when attempting to obtain rate quotes during the Shop for Rates process. Prerequisites: MGIC MI Integrations must be configured ...
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Michael Ferri created an article,
Rate Lock for TBD Property
Overview Loan officers may submit rate lock request for TBD properties. Adversely, Loan Officers will receive a notification impeding their progress when trying to submit a lock request for a TBD p...
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Michael Ferri created an article,
Lock Desk Hours Notification
Overview Loan Officers will receive a notification when trying to submit a lock request if the Lock Desk is closed. Prior to submitting a lock request that will be received by the Lock Desk, the sy...
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Michael Ferri created an article,
Consumer Site Breadcrumb (Navigation) Rules
Overview The Breadcrumb rules have been enhanced to clearly define where a user is within the loan process. The breadcrumb trail is simply a navigation tool within the consumer site, it provides th...
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Michael Ferri created an article,
Assigning a Mortgage Position within a Credit Report Result
Overview Borrowers are able to arrange their existing mortgages, should they exist, by lien position after running credit within the Consumer Site. If the borrower chooses to provide this informati...