Video Training
Our free training videos are a great way to learn about BytePro at your own pace and on your own schedule.
To view the training videos you will need
- Windows Media Player (vidoes are in the WMV format)
- Speakers (audio is an important part of the training)
If you have a question or need clarification on a particular topic, call or email Technical Support for an answer.
| Version 7.0 | |||
| Version 7.0 - Introduction | Covers critical changes in version 7.0 | 4 minutes | |
| Version 7.0 - User Customizations | Explains how an end-user can customize BytePro 7.0 | 5 minutes | |
| Version 7.0 - Administrator Customizations | Explains the customization options available to administrators | 6 minutes | |
| Byte Basics | |||
| Creating a New Loan File | Covers the basics of creating a new loan file, ordering credit, and generating a GFE. | 10 minutes | |
| Navigation | Demonstrates how to get around in BytePro and discusses basic functionality. | 16 minutes | |
| Data Folders (Standard Only) | Explains how to set-up and manage data storage folders in BytePro Standard. | 6 minutes | |
| Loan Files Screen | Introduces the opening screen in BytePro where you create and organize loan files as well as manage your pipeline. | 6 minutes | |
| Printing Basics | how to use the print screen as well as how to create and use Print Sets. | 8 minutes | |
| Good Faith Estimate | |||
| GFE 2010 Pages 1 & 3 | Walks users through the GFE Page 1&3 screen section by section and covers how to create multiple GFEs for an individual loan. | 15 minutes | |
| GFE 2010 Page 2 & Fee Worksheet | Demonstrates how to organize and manage fees on the GFE 2010 Page 2 and introduces the new Fee Worksheet screen. | 15 minutes | |
| GFE Defaults | Discusses the individual Defaults settings for the GFE screens and explains how to use. | 15 minutes | |
| Tasks | |||
| Tasks 1 - Intro to Tasks | Introduces the Tasks view and screen | 4 minutes | |
| Tasks 2 - Adding and Updating Tasks | Demonstrates adding and editing tasks in a loan file | 5 minutes | |
| Tasks 3- Sending Notifications | Explains how to send task notifications via text and email. | 4 minutes | |
| Tasks 4 - Using Task Templates | Explains how to create a task template, and includes an example of an automated task | 5 minutes | |
| Tasks 5 - Needed Items and Tasks | Demonstrates how to integrate Tasks with order outs and needed items in the Processing Log | 5 minutes | |
| Document Imaging | |||
| Document Imaging - Introduction for users | Covers enhancements to the document imaging system in version 7.0 | 11 minutes | |
| Document Imaging - Administration | Explains how to set up document imaging from an administrator's perspective. | 11 minutes | |
| Conditions | |||
| Conditions 1 - Introduction to Using Conditions |
Introduces the new Conditions screen in a video targeted toward end-users. | 15 minutes | |
| Conditions 2 - Setting up Defaults |
Explains how an underwriting manager sets up conditions. | 12 minutes | |
| Conditions 3 - Setting up the Security Manager | Covers how to set up conditions in the security manager. | 8 minutes | |
| Conditions 4 - How to use Tasks with Conditions | Demonstrates how to create tasks that are associated with conditions. | 7 minutes | |
| Defaults | |||
| Defaults A-G | Walks administrators through the first half of the Defaults menu and discusses select features and how to utilize them. | 17 minutes | |
| Defaults H-Z | Explores the second half of the Defaults Menu and demonstrates key settings. | 13 minutes | |
| Security Manager | |||
| Organizations (Enterprise Only) | Discusses organizational structure in BytePro and demonstrates how administrators can create a hierarchy to mirror your company’s image. | 9 minutes | |
| Security Profiles, Users, and Roles | Shows administrators how to create and use Security Profiles, set-up User accounts, and create and define Roles within the program. | 14 minutes | |
| Object Permissions | Explores the controls available to administrators such as screen visibility, data permissions, etc. | 9 minutes | |
| Validation Rules | Defines Validation Rules and demonstrates how administrator create and use validation rules. | 13 minutes | |
| Remaining Sections | Covers the remainder of the sections in the Security Manager and walks administrators through each one. | 13 minutes | |
| Customizing BytePro | |||
| Custom Document Designer & Custom Screen Designer | Demonstrates a high level overview of how to create a custom screen and a custom document using BytePro Enterprise Custom Document Designer and Custom Screen Designer. | 8 minutes | |
| NMLS Call Report | |||
| NMLS Call Report | Explains the NMLS call report in detail, including how to setup defaults, edit call report data, and prepare the call report for submission. | 33 minutes | |
