Newcourse Communications

Understand how Job Processing is organized and what users can do in this module.

Job Processing overview

Learn the difference between sample testing files and production files in Job Processing.

Sample Files vs Production Files

Understand the difference between file-level and loan-level areas in Job Processing.

Job section vs Mail Piece section

Use the Date Received filter to find current or older jobs in Job Processing.

How to filter jobs by Date Received

Use filters and quick buttons to locate files that need client approval.

How to find items waiting for approval

Review sample files before they are approved for production.

How to review sample files

Approve a reviewed sample so it can move toward production.

How to approve a sample file

Reject a sample when revisions or corrections are needed before production.

How to reject a sample file

Review live production files before approving or stopping them.

How to review production files

Approve a reviewed production file so it can move to the print or image queue.

How to approve a production file

Stop a production file from continuing when it should not be printed, mailed, or imaged.

How to suppress or cancel a production file

Stop specific loan-level records without stopping the entire production file.

How to suppress individual mail pieces

Use bulk actions to approve or return multiple loan-level records at once.

How to approve or unapprove mail pieces in bulk

Understand the common review buttons used across Sample Files and Production Files.

How to use View PDF, Bulk PDF, and Comments

Marlaya Peace

Guidelines for TCPA/FCC compliance and secure digital messaging

Job Processing & Approvals

Create a custom design with text, images, and links

Website

ncConnect

LinkedIn

eMail

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.