Evolution—General Navigation
Evolution—Opening Screens Navigation
Evolution—Closing Screens Navigation
Evolution—How to Open an Escrow
Generating Documents
E-Folder Overview with EF LITE Popup
Client Bridge – Sending Documents(with and without eSign)
Client Bridge – Overview from within Evolution
Client Bridge – Overview from the Client Bridge website/App
Evolution—Balance Sheet
Evolution—Combine Checks
Evolution—Details for POCs, HUD lines, CD Sections and Separate Checks
Evolution—Emailing and Creating Templates
Evolution—Snapshot Table Selection feature
Evolution—Reports (Ad Hoc) overview
Edge - General Navigation
Edge—Data Entry Screens
Edge—Generating Documents
Client Bridge Integration — Overview
Client Bridge Secure Document Send with eSign — Tutorial
Client Bridge - Escrow Officers, why provide Client Bridge to your clients
DocuSign — Demo
EDGE — Demo
EF Direct for RBJ EDGE on The Cloud — Demo
Email: Creating and Using Templates — Overview
Escrow Folder — Demo
PDF Editor — Demo
Simultaneous Policy Issue — Tutorial