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User Manual - Citi Solutions

1. o Help Tech Support 1 888 354 6361 Man Fri 8 30 am 5 pm Eastern RK Self paced Online Training e Register for Live Online Courses Check for Software Updates amp User Manual D Rm Ernte festge Lele Fe PROCU Pe Dese p eee dera of Deed Deal Estado Soltweer Ie reris Bea Estate 5oftwaes Inc ik a par al reece inc Cini inc dioec Gare an Corp Morigae ini Mil Cde pe PE an paesi base kreh Citi Anz Dee CS and Ar Din and Citi e Senor ergi unicos mark ol Era inc Main Menu The Main Menu is your gateway to BOOM by ENVISION s many functions BOOM by ENVISION s Toolbar offers the same options as the Main Menu Throughout the program you can click on Main Menu in the toolbar to access all BOOM by ENVISION sections m Customer Presentation Create presentation Edit view presentation m Feature Sheet Create Feature Sheet Edit view or delete a Feature Sheet NW Tools Add edit co brand information Edit Personal Information that appears on web sites Open Contact Manager to view or edit client information Search Contact Manager to find selected records of clients or import your contact list from Microsoft Office Outlook Access Preferred Settings in BOOM by ENVISION m Help Self paced Online training Register for live online training courses Check for software updates e View Print the User Manual Return to Menu gt gt BOOM by ENVISION User Manual 3 Toolbar EOOH by ENVISION C
2. show List Type in the person s name company and email address Additional information is optional but will be included in presentations and Feature Sheets if completed here Click Next Hel c Han Heras El Peres ok Char ien Edit registration inde Edil your Presentation contact info L it your photo Edit your bogo Co brand Resources Wie Sample Presentation Edit your credential Edit your testimonial Show Cp Brang List Add Co Brand Resource i 230 Realio C Add Builder C add Financial diit C Add Other A oma s CPA elc Cobrand Hame Company Mame Email Phone Tee sie Co Brand Typa Reate ES Thas fields abes d reunida H n Cancel Return to Menu gt gt BOOM by ENVISION User Manual 29 mM Load a photo Photo choice C Nophoto Add a Photo 1 Browse for an image to upload Browse 2 Click Show Image to display the photo 3 Resize and position your image then click Done button of 9 SAVE Select Add a photo Click Browse Navigate to your photo file Select the file and click Open Click Show Image Use the slider bar to zoom in and out To position your photo within the box click on the photo and hold the mouse button down Drag the photo into position within the frame When you are satisfied with the positioning of your photo click Save Click Next Return to Menu gt gt BOOM by
3. Click the image to replace or delete it Proba InzLide un to 3 photos D photo cath ree 2 00 pee Fecht or wecth IO Ca Ad a Nee Po Oo Pee cr Delete ihe photo brine Chck Near Ale ya ane Bnishigc Ck a phot beu In selectit Cick anc drag potus to nepcsrbon M Enter any features you wish to highlight on your Feature Sheet in the appropriate boxes Any sections you choose to leave blank will not appear on the final sheet Click Next to continue Return to Menu gt gt BOOM by ENVISION User Manual 25 Beki adi of lesiones dr cb fus home Fou oir o bas a add bork E wil net pre on he Bate ie Fam lite ox donem Firmas Comme Yoel Lovely Horn in 3 Quiet Nziahcarmeod UD went bg Cen Fent o apen Te ae Beacon etr zeg E ex Cara cepe Cod Stho Duct e Seng wed Tee d Garni E Cr EX wd Aca i 7 Ce Deterher el Fx pase men Drtsaren enfin een pect ho Enter a few descriptive sentences about the property If you choose to skip this field the field name will not appear on your presentation Click Next to continue FTT EE ege SS ee Sess A EE Ad ares erie perta nog Oe iore es Te ii ee Ciro i m Ti ifs LE a AO a PA A Tres iren ES eee ber Pee reed an Pa rd tee keieren miri Mata ca rina ae rs bai oes ba gd Se ey upc ce Tha a cugdais Geko on eee an el nsw lr Wn crac arm enc M ert TE Carre cee Ep ta SS REC ep
4. Fauna to rar 2a Paria t Dr nig ts h Fakt St Add ta fet Leer Sele Cer Elie Jeg Loan Breet FE Hite KI Tat bia AP Ur arr Pa Air ae dic Peer Damme Fagard Lao Iri iig Pli c O dra f eg PE pi rg Tola Word aperi Gea la LL iunc erem J i LD im ird Tw mer ira H irt wi F a t M g D ke d i K D dd ta tre i D gdis Pri 4 Add o aro a c bm pig _ EabB Pi rcc pz ba Wa Fas vg deg lll Fad Exin nce ni Kg KC br m de oa E aka La kr ELZ Lu Ur nd hte NEO LEN I T rr de X 4 4 ue Larner Pas lietie Bee EC Les Fra lise i UL j rw EE sni rir 11355 A Laure 11 255 54 Era ay 4 TUS Su Long br pt ta P E F Fra Selecting Creating Custom Loan Programs Inthe Custom Loan Products section select Click Here to Add New Products gt enter the name of the new loan product Note custom loan products cannot have identical names to existing loan products Le a custom 30 Year Fixed Loan would need to be abbreviated to 30 Yr fixed The name you choose will appear in the presentation Add Product Product Hame Save Close When you have named your new loan product click Save Select the loan from the Custom Loan Products window Click Select f no second mortgage is included leave the fields blank Enter the interest rate required and any additional information you would like to include in the comparisons f you are comparing fewer than three loans check the disable box at t
5. it may be a virus and you should choose Ma alow access For Yes If a pop up opens regarding a program trying to access email addresses allow access for two minutes In the dialogue box click on the field in the box on the left then click on the best match in the Import Field Click Add Repeat for each field that you want to import Email is a required match When you have finished matching the fields click Import A confirmation box will open E I9 import records contacts from software programs other than Outlook Before you can import records from other software programs you must save the data as a comma quote comma delimited or tab delimited file These file types are generally available as choices in the Export function of the software In the dialogue box click on the field in the box on the left then click on the best match in the Import Field Click Add Repeat for each field that you want to import Email is a required match When you have finished matching the fields click Import A confirmation box will open with a success or failure message If successful the records will be displayed in the list at the bottom of the Contact Manager Please note If you have previously imported files and want to import the new contacts you have added to other software BOOM will append the new records not create duplicate records The unique field is the email address Return to Menu gt gt BOOM by ENVISION User
6. 40 Your Loan Comparison Real Estate Resources The Mortgage Professional Mortgage Information Mortgage Products Homebuyer Tips Homeseller Tips New Construction Tips Personal Finance Tools Loan Application Checklist M Edit Presentation Button Available only when you are viewing a presentation Allows you to edit the presentation that you are viewing M Web Site Button EOOH by ENVISION Customer ID 22706 Version 3 1 6 0 Customer Presentation Feature Sheet Tools Help Main Menu Fi Edit Presentatian Web Site e Print Presentation i Create Update Delete Available only when you are viewing a presentation After you have prepared a presentation create the web site and send the link to consumers and co brand sources Delete a web site you no longer want a customer or co brand source to access Web sites normally remain active for 60 days If anyone uses the link after 60 days they are instructed to contact their mortgage professional E Print Presentation Button Available only when you are viewing a presentation Change the footer containing your contact information for all future printed presentations Review the contents of the presentation before printing BW Create Update Web Site Button Available only when you are viewing a presentation After you have prepared a presentation create the web site and send the link to consumers and co brand sources Return to Menu gt gt BOOM by
7. 64 Print Al Seiecied Edit Footer Loan Applicaton Chechiist Loan plis adigi hep ied Loan Companson Worksheet horror intra L pb 5415 ee er Fa ae al vem r Cred L 9e Mamme mata 1 L meu gang mro mum rw En v Pre Cuaifi abon Process MEI e LLL LL oh Monge Process E Appraisal Tiie insurance Flood insurance e L es a am ser L en ee eren Escrow Ll gess Cen mg phar L i You prf a Li Dado iioii bi Ran un Add opem cur MO mo im um eed nn quas mi reeeete rem E Amen Sod rt LE Pram w i Financing a Condo Amen lee Bassenge Temporary Burton B a a SH CL Leg gi gea zi Fa rass mg tober uam rant cl zeg rr KH RW Good F sit Estate ECLIJI rr a A aa Pi A rd Fa A Y erter ETE nia anl A parara der aud qa as a mas ta wf l sti Truth n Lending Reset LU emen el erat imt nii n pati t nm mdr Del n md pm re O Fue o ianuae cr ed cry quant WER Cua ER mt k Fora Rabe Momgages LL Coe m ge per Pare Cry Pear hace Prag liters 3 O Dei mol by Y Adusiaot Rare Mongage L po rra A AS E u Ei FHA khorigages L a ey or vee cf memes v WA Mortgages I g Eeer st imi Ca Eream ne FHA Refinance L Co of ertum s A Second age D BR seg je ppr Se eee emgeet brillo cem ge ke pd Log ma m Loans nix a EE EE DE DEEN E EES a RES GEES TE reir rm SE a EI Kus A CONG br LI IA CUDTTLEVES ub Fb A Using Market Knowledge w Choosing a Location T
8. All currently scheduled tasks as defined in the Settings will appear in the Task List Task List ShowTasks at Start show Birthdays 0 EX days before date show Last Contact 0 days before date show Loan Anniversaries 0 4 days before date Return to Menu gt gt BOOM by ENVISION User Manual 41 Adjust General BOOM by ENVISION Settings To change the default email message or to cancel the animation when the program opens mM From the Main Menu click on Settings MAE Customer Presentation a Create Presentation L or View Presentation Templates Add Edit View or Delete Feature Sheet e Create Feature Sheet Edm View or Delete Feature Shed Tools Add Edit Co Brand Information e Edit Personal iedormation a Open Contact Manager e Settings GC Help Tech buno MH GR re Fa BEI am 8 pem Lair a Selbpated Online Training a Regisber for Live Ondine Courses a Check for Solteare Updates m User Manual M Tosetthe program so that the animation does not play at startup uncheck the box labeled Animation at Start then click Save Settings BOOM by ENVISION Settings General Chow Sonn al ang Det Presentation Email IP Subjeci is blank You presenting io Client will be used Deise Feature Sheet Emasl H Subject is blank ihe houses address wil be aed Subject Mozexex Profesional Fratini iioi Subpecl Body Thank gau Ke fia smpeluassy lo pr sare 25a darse ans pite
9. Edit Co brand Info column Complete the sections following the instructions to Add a Co brand Partner s Photo Add a Co brand Partner s Logo and Create Presentation Contact Information When you have completed your changes you must click Main Menu to synchronize the information with your computer Return to Menu gt gt BOOM by ENVISION User Manual 32 Edit Personal Information The contact information included in your online presentations is stored on a Web server therefore you must connect to the Internet to update your information After you click Edit Personal Information you will then be connected to a Web Page You can edit any of the fields described below When you are ready to save any changes made click Main Menu Click Edit Registration Info to review your master record in the BOOM by ENVISION database You would make changes to this section only if your primary email has changed or if you need to change your company name or address This is not the information that will be on your web site presentations or your printed presentations BOOM by ENVISION Customer ID 26762 Version 2 7 3 9 Edit your presentation contact info Edit your photo Edit your logo Co brand Resources View Sample Presentation Edit your credentials Edit your testimonial Tools Help Main Menu a Edit Presentation wen Site Edit Registration Info First Name Last Name Company Address 1 A
10. GEO er Lia Cie e tote eee et eee Liria andare cape rem PAM ERR ca er do c K ICI lt H els al A ie xum Se ghgs srhien de Liss EF Jyst Lad He Wlan aw Smaa Lekt lina g Seel Caisse Fra Vid dl Le 132m Lima EI 1i Es siria Cs Spiess Limbo ias wid pre AS a gi Lekt lina 2 d er abcr esee ID LER pe cag rr aee ra ari a Bei IT Lr Jish Linke Lice 14 vajen Liri ke T gt F Er SS amp Bb ERB E EB amp T T T ENS E E g BEBEBDGLEBEBESkKS E Des pb urbes qeusl IS rg ardere eo 11558 oo oo 1 diana Hana oo 00 Moya H aas oo 00 oo H dada oo ii oo 31 When you create a presentation with a co brand partner the contact information will appear as it is formatted in this section It should include your co brand partner s information as well as your own f you are entering an email address or a website complete the corresponding link so that your clients can click the link in your presentation When they do a new window will open so that they can view your website or send an email Edit an Existing Co Brand Partner s Information From the Main Menu under Tools click Add Edit Co Brand Information Inthe grid select the field to be edited To change the co brand partner s company name name email or type select from the
11. Link Type gt Type your email address in the Link box Line Eight Blank Line Nine Address Line Ten City State Zip Lines Eleven through Fourteen Your slogan or other contact info Click Save Return to Menu gt gt BOOM by ENVISION User Manual 34 mM Load a photo Phoit chee Ha phobs Rid a Pode 1 Browse for an image bo upload Ergas 4 Clic Shew Image bo display the phala 3 Resize and postion pour image then dick Dong baion in o Ek 9 ae Click Add a Photo Click Browse and locate your digital photo file acceptable formats are jpg and gif Select you photo file and click Open Use the slider bar to zoom in and out on your image To position the photo within the box click on the image and hold A hand cursor will appear Drag the image within the frame When you are satisfied with the positioning of your photo click Save M Load a logo Load Your Logo Aetia hip a Bar Greg J LE k Lira n we A 4 Ersa for an napa do i Brasa E Cia Siow mig H gapa Ta opa Diere ler Res ce 204 posibos your lora den bai Dons buon ABC MORTGAGE ALPHABET MORTGAGE If ENVISION has created a logo for your Company gt Select My Company is in This List gt Click the arrow for the drop down menu and select the company name If you are loading a logo that is not in the drop down menu Click Load Click Browse and locate your digital logo file acceptable formats are jpg and g
12. Manual 39 Export Records to Other Programs mM You can export records from BOOM by ENVISION to other programs to make mailing labels for example From the Main Menu click Open Contact Manager Click Export BOOM will create a csv file and save it as C BOOM data contacts csv To view and save the file in another format click yes in the dialogue box Microsoft Office Excel will open You can view the data and save the file Search Contact Manager To find a record s you have entered into the Contact Manager follow these steps E Fromthe Main Menu click Search Contact Manager Feature Sheet Orale Fealure Sheet amp ES View or Delete Feature Sheet Qm EE e Search Contact Manager s Search Contact Manager E search Contact Manager W f a Select a Condition box appears make your selection and continue Click Add m f a Search Text box appears type the word s you want to search for or select from the drop down list if it is available Click Add m When you have defined all your search criteria click Show Search Results mM Only those records that meet your criteria will appear in the list Example If you want to create a list of all your contacts who live in Michigan and you haven t contacted in more than two years From the Main Menu click Search Contact Manager Select State from the Select a Field box In the Search Text box type MI Click Add In the Select a Field box choose Last Contact Date
13. Note boxes enable you to fill in extra information pertaining to each loan Checkthe Disable box at the top of the loan option column for any loan you will not be using Click Calculate All the gray boxes will automatically be calculated Total Monthly Savings is a comparison between the customer s current monthly payments and the new loan If the Total Monthly Savings is a negative number it will not display in the presentation Click Preview Presentation You can preview the presentation as it will appear to your customer Return to Menu gt gt BOOM by ENVISION User Manual 16 mM Second Mortgage To add a second mortgage to your loan worksheet click the 2nd Mtg Program window nd Mtg Program fk Click here to select a loan gt See Loan Comparison Worksheet or Selecting Creating Custom Loan Programs to complete the second mortgage loan program section Preview Presentation BN To make changes to the Loan Comparison Worksheet click Edit mM To print the scripts for the movies included in this presentation click Print Presentation Follow the instructions for Print Presentation Print Presentation mM You can change the text in the title bar Click Edit Title Enter your text and click save This text will also appear as the subject of the email that is sent to your customers with the link to the presentation AS E sarah Anderson presenting to John Smith Edit Tide amm
14. as Created 5 14 2008 9 50 AM Option 1 Option 2 Option 3 E Enlarge Return to Menu gt gt BOOM by ENVISION User Manual 17 Web Site Presentation Create and Send M With the presentation open click the Create Web Site button located in the top right corner of the screen If you are editing a previously created presentation this button will say Update Web Site Q Create WebSite _ M The email address in your Contact Manager autofills in the address box If you do not want to send it to this email address deselect the check box If you want to send it to an additional address complete the cc field or bcc To see when the borrower views your email click Read Receipt Request If you would like to receive an email each time the presentation is viewed on the web check the box Presentation Hit eMail Update Customer Web Site Create Web Site and Reed Receipt Request D Presentation Hit ehis D Erali v ces pernd com High Priority A Geer l leed w i m is Le pend bo etek ey vertigo com e Lore lee abe reae rte com Sepaae multiple ema adderper by a pemicolen 77 bcc al Hiph Eiere V DUE a A Den eer tears presenta lo Jee Dos Thank you Tor e opportunity 10 Greer e Services and products otter Farce papada pretend ates specific lo ack ees par queda mM You can create the link and save it for later use by leaving the box unchecked You will always receive an email wi
15. ee MEN ee fade yuur cwm percal lemer Thy s agar Ine Dehu Dicere Oste Below ipud dto Dic Leer 5 Bremse sud be Pde der suf e 3 Fre Boker D a he mee m e re remm E re Tree mp em mmm Gnome Sg a iud pre Sege pe irapa Det rr ar es Fa ar Am a HERR The mei peed pho eg ridad ics ION pero ced UC emer Pn rg fee Tha Lor Gee Gee Ted eee Tua ee 2 e voor A kr Sa meet poicci dead by ss priis mda edo E er eee to kee Fes sew ab i oo ei zg bei 207 oreo cee a AFA a ood FHA Sege oberg X rei de ks l4 high ig ced Ge and Ray eux ee des es Ua brain Return to Menu gt gt BOOM by ENVISION User Manual 26 M Make any additions or changes to your contact info that you want to appear on the Feature Sheet Click Next to continue B Your Posdact an e Toh dese yEnc bon LFH E 354 45 0 mM Make any additions or changes to the Realtor s contact info that you want to appear on the Feature Sheet Click Next to continue T GoReasg Gonzctlnieresg cr A3 to fies bes of Connect informacion for te nes Err agenr I incall Feature Shiel 2 re BCE GL reg Erba rober are be reek ete cam ne c 555 ES 1034 mM Choose a Layout and color to personalize your feature sheet Click Next to continue EIN E EN O ER EE EECH WR ET ET NN EH EZ mM Review and make any corrections to the Feature Sheet before finalizing it Click Edit Loan Comparison at the bottom of the column to make changes Click V
16. predoal ofende inq percal lande ancie not cera nant Te est Amy ARM loin bon Er Comp nen prot n ge jui hi nite rrotgeja and Tee dl De Einige Meta ld Bea El I 1 i Open E Op Bj 1 y Peer TESS iip L iDigahla p d _ Dia pan Ulah 200 000 00 SalePace 300 000 QU 300 000 QU 30 COD DO Live An CE m 000 n OI ist noa nl mn Hi DUX ini CLTV or TLTV lalo ded Lean Tu Mig Pregrars Fes 30 rear Finge D Tiki Fred PHA L Tiir Fin max KS Tul Laan Amosi 240 xn an 240 noc ex a0 600 00 e Lone Ameen Ire eto La 5 07 6 000 8 cor E DO 240 DO dd Ex Fina APR LET hu 25 Zpd L ean Fier laws do calc AIT LO DC Dod um Fein 3 0 000 Cki te Fira D OX Addi se Fra 2 000 Cid pe Fina Dodag Doa 1006 r7 a FE or El EL i ap O Dun dfi sat inci Elipi Bald pe Fires kH Add us Fi a iz Display Add to Pis 40 000 60 Fuldico tus L aaa z AD no aon 2 ENT DO Fusil T Seer Centeno 2 00 ODC DI 5 fen d Faegalds 100 splag C Adi pe Fa Dt E Add pn Fira 000 Display Ad to First Pad ira coa Gen ge Jee Mis Pregrars ce LECE ung pg gei A un 3 d Chzk hare da celeri a loans Er LACK II 132 Sol d ERE 5 Pasa Candas ed Lan fumeurs 10 uu GU Acaban Teen ire Hate Le 5 0 0 000 CK Ir ai Gei Beashly Taxes 115 57 AE MIS lsin urs es ol Minhi ienuramcs T a PE dH y 7500 ZC 7500 1 Year Tre Candela Tess Nm A o A on ux amp Down Paymari 60 xn on Dm n nme on 1 Year LIBORA Ib ma hy MI 2 230 Olande Paid QD Landes Pah SC En Leder Pall Br 5 je Mig PH ar Lo 145121 LA 2n
17. tips to help you build your business Click any of the buttons in the left column to begin the training You can Play Pause Stop or Rewind the training at any time using the controls below each video All printable resources will appear in Adobe PDF format BOOM BOOM by ENVISION course overview Welcome to BOOM by ENVISION training This brief overview will provide you insight into using the program click HERE to view the Course Overview EE Join Online Training To sign up for an upcoming live online training session M From the Main Menu click Online Training Q Tools m Add Edi Co Brand information Edit Personal Information Open Contact Manager anas e Register for Live Online Courses a Help Tes Support RARER BRET odas Fri ROO am per Carter amp 5ell paced Online Training m Check for Software Undales a User Manual mM Click the check box next to any of the online training events you would like to attend Click Register To register for multiple classes click more than one check box then click the Register for Selected Event s button at the bottom of the screen mM Enter your contact information then click Submit Registration Return to Menu gt gt BOOM by ENVISION User Manual 43 Check for Software Updates At least once a month we recommend that you follow these steps M From the Main Menu click on Check for Software Updates o Tools Add Edit Cor Brand Informat
18. 45 51 amp ments LIBRO Lan en DER D AIC 2 el Mig PH ar ko Folal Monthly Parana r 219218 195558 150 Leida keesei gt El ER Cith ds Leen 2050000 PiDhplay LIDL Display OI D play ELLE Lesch Sean Sid akslss L Cans al L Contra Return to Menu gt gt BOOM by ENVISION User Manual 24 M Enter an address in section 1 of the left column The fields will auto populate on the right as you enter information Click Next to continue or click on one of the numbered bars below to move on to any of the other sections You can also click the Back button to return to the previous section 1 dative Ene te adores for ths property ini thet box below Tha val be dpb ac ine top oO Be sgr Van frichod click Hert o click one of da numbered sepas Fakte 122 Morros St Click Add a New Photo button to insert a saved image onto the feature sheet Acceptable file formats are jpg png or gif Use the slider control to zoom in and out Click and drag the image into position the picture inside the crop box Click Done to crop the image and continue or click Cancel to revert to the previously saved image Drag yeur rene E pueri il Jee he red sioe coco to 20071 in anc oui her you are dere cmoong cick Dene Gh chk Lane do ever bp Ee eset See sc M You may include up to five images The layout on the right will update as photos are added Change the order of the pictures by clicking and dragging into place
19. 67 DI 000 156 f 101 24 O Lender Paid 000 1515 55 HI 11 7 Display Fil tom Scenano Studie Option 7 l1 Disable 250 000 00 723000 i noo ed WA 30 Year Fined POO WA Fending Feo mn Zn 600 D D DOO 7 Add Te Eise 000 Dipli Ad4 do Fire non 000 ec Dlaplan Add te First D Chek hire d sedet a lada 3 nm Hates DI DI dies DI 0 00 DU Lender Paid 1012202 DO 1 438 69 000 7 Display Calculute Bak 72 ODD Option FJ 250 0001 DO je 30 Y amp r Fised 100 000000 5 S00 5 5x DI a ble OD 0000 dd ae Fira 000 Eder Add to Flest am 0 00 Fiha Add to First Ch h re l t laci d bia 3 D n Dn 00000 dies D n 0 00 UO 1 122 D 0 00 LA ES 0 On 2050 Cam Hones O Lender Paid E Displary Firmie Pririietatian Fill in the Customer s Situation section Notice that monthly payments property tax insurance and association fees are automatically calculated for each loan option When you click in the box that reads Click here to select a loan a box will open with Citi loan programs and custom loan programs click here to learn how to create custom loan programs Select the desired loan program set the variables if necessary and choose Select If you have selected a VA mortgage product click the VA Funding Fee box Select the category from the list and click OK Complete the additional fields The
20. CHOOSE A TOPIC BELOW Main Menu by ENVISION y Toolbar Presentation Navigation Create a Presentation Loan Comparison Worksheet Using Scenario Studio with BOOM Preview Presentation Edit an Existing Presentation View an Existing Presentation Web Site Presentation Create and Send Delete Web Site U se r m d a U a v 3 1 5 Print a Presentation Create a Feature Sheet Edit View or Delete a Feature Sheet Add Edit Co Brand Information Edit Personal Information Open Contact Manager Import Records From Other Programs Export Records to Other Programs Search Contact Manager Using the Task Manager Adjust General Settings Self Paced Online Training Join Online Training AAN o Cl D Check for Software Updates O 2011 Citibank N A equal housing lender member FDIC Citi Citibank Arc Design and Citi with Arc Design are registered service marks of Citigroup Inc BOOM by ENVISION is a trademark of ENVISION Real Estate Software Inc ENVISION Real Estate Software Inc is a subsidiary of CitiMortgage Inc BOOM by ENVISION User Manual AA e EUR KARIERT ged Va 1 150 by ENVISION Customer Presentation w Create Presentation Edit or View Presentation e Templates Add Edit View or Delete o Feature Sheet e Create Feature Sheet w Edit View or Delete Feature Sheet Tools Add Edit Co Brand Information e Edit Personal Information Open Contact Manager Search Contact Manager e Settings
21. ENVISION User Manual 30 mM Load a logo Load Co Brand Logo Accrplabils fie fype amp he peti SP eee Lore ura sd aul A X 1 Drews fer n ima do epledd fF 2 Click Show image do display Bug logo Show maga 3Rescs and pesion your loga an ciek Dona buie ABC REAL ESTATE The Real Estate People OH n E m If ENVISION has created a logo for your Builder or Financial Adviser Realtors do not appear in this list gt Select My Company is in This List gt Click the arrow for the drop down menu and select the company name gt If the logo is correct click Next If you are loading a logo that is not in the drop down menu gt Click Load gt Click Browse and locate your digital logo file acceptable formats are jpg and gif gt Click Open gt Use the slider bar to zoom in and out on your image To position the logo within the box click on the image and hold A hand cursor will appear Drag the image within the frame gt When you are satisfied with the positioning of your logo click Save gt Click Next Return to Menu gt gt BOOM by ENVISION User Manual Add Edit Co Brand Information Add Edit Co Brand Information Tris ib She nero ha rr eee 144 aren fhe ve EI Gude eet pis ipaa eed bp hee gu ld B n uila ee ee rr ed pe rusa ee ai ae es Fan pens bd ie Poe i Cie Sees Beer Cie al Lk ime BF Serer a Prior ee aa 80 JT rn Flr Lag LA E UU LS Lisa PE torg d
22. ENVISION User Manual 5 Create a New Presentation From the Main Menu click Create Presentation e Create Feature Sheet iw Edit View or Delete Feature Sheet Q Tools aw Add Edit Ca Brand Information e Edit Personal Information a Open Contact Manager Search Contact Manager iw Settings amp Create Presentation G Help Toch Support 888 354 6361 Hion Fri XO am 5 pr Easter 8 Selt paced Online Training m Register for Live Online Courses so Check for Software Updates iw User Manual You have four options for creating a new presentation 1 Create a presentation from scratch 2 Create a presentation based on an existing presentation 3 Create a presentation based on an existing feature sheet 4 Create a presentation from a Template If you are creating a presentation using options two three or four select the name from the list A ge byetaer C c mw Ar DUE ESUNSGAS E DEA AAA E r r TEL Reen SE IIA am ac gen DEED LLL EL 0 Ae e T a rr pt a hernan Create Presentation using A Heer Precenision Create a precendaion from scratch Exiting Presentation Slat with existing precentalion s movies looks and kan comparison Edil ar needed Exin Fealure Sheel Start with exicling Feature Sheet s loan comparison Edi as needed ES A Temple Click Next Select either a New Customer or an Existing Customer If you choose Existing Customer select the name from
23. In the Search Text field click the drop down arrow and choose Greater Than Two Years Click Add Click Show Records BW Toreturn to the full list of records in your Contact Manager click Show All Return to Menu gt gt BOOM by ENVISION User Manual 40 Using the Task Manager You can set the Task List in BOOM to alert you to upcoming dates o Customer Presentation a Create Presentation e Edil yr View Presentation Templates Add Edit View or Deities Feature Sheet e Crea pe Feature Sheet GOR View of Delete Feature Shee Tools Add Edit Ce Brand Information Edit Fersonal information a Open Contact Manager a Search Contact Manager Ka Help rech Supcort PEDD JEJO o ar Selfp aced Online Training ak Register for Live Online Courses a Check lor Solteare Updates a User Manual e Settings To set up the task list reminder details click settings on the main menu In the Task List section check the box if you would like the Task List to display each time you open BOOM Enter how many days before a birthday loan anniversary and last contact anniversary you would like the reminder to appear in the Task List If you select 30 days for example the task will appear in the list each day for 30 days prior to the event When you have made your selections click Save Settings Click OK To view the task list at any time click Open Contact Manager on the Main Menu Click Task List
24. T Birihday 650011 y Add Remove Click Next Return to Menu gt gt BOOM by ENVISION User Manual mM Select the movies and or mortgage tools you would like to send to the consumer by clicking the box next to the title Use the Movie Preview Window to familiarize yourself with the content of the movies Select the appropriate mortgage tools for your customer RK Er ERP E Hdp e ManMeu Edi eee d e Mangage m armatien ie What is Credit E Fre Quasticatioa Process F Merigape Process F Eppralsal Tithe insurance E Fiag I nguramee Escrow When Should You Refinance E Finanairg a Gorda d Temporary BuyDown F LPR i Good Fath Estimate Truth in Lending E JAM Beet F Mortgage iniuranee Select an Clear att Mortgage Product Fixed Rate interest Only lt ARM sw PHA lt VA Steaming FHA Retinance gerond Mortgage 7 Jumbe SECH Select Movies and Tools Hore Buyer Using Market Knowledge kv Choosing A Locator F Hame Hentisg Tips E The Bes Possible Terms Borrowing Power Home Warranty F Home inepections E Hegotiatig Experience Le Choosing The Right House E Buyers Remorse ve Second Home F Ehcoing a Condo F Wha it aco op Condo m Co op amp First Time Buyer Tax Credit F Real Estate Owned ke Sort Sange Setectam Clear am H oGustemer Commit dew Constructam i Builder Coman ita gri E Benefits of Grort Tera Loan E Lot Selection Selecting You
25. Term i Betaprsnt Tppa 190 months Ba Retrenice Target Bre Habe Comnitment Optic REC 190 DORT i d e Erasn sil sian prin imer 13 AA il jiiim ei eee Pir Lax D er iab Seach Pi era fan Scenario Studio C Save Sore O Save Menimo amd Run Steno Sucio Scomario Narro Required Inlcermam n LTY DA COLT Na HELTE 0 unite 1 initial Fixes Beck All periods Vi Click Save Scenario and Run Citi Scenario Studio Give the Scenario a name then click Submit 9 Run Scenario Studio Q Save Scenario Save Scenario and Run Scenario Studio amp amp Cancel Scenario Name Return to Menu gt gt BOOM by ENVISION User Manual 14 Click the check box next to each loan scenario you wish to compare maximum three Brower Aeterna Ext CIT erm Lamis pia d L 1 3 manos Scenario Studiot 100 Matches Comparsa sue Compare TTE wm Lr IL um Her Demo Fies SB 18 Fride EN ae TS per pape M5 L2 5 Pus m D ats m Remove Details Cep babes Laca Leader S ps Tel EE Remove Details Ce be lE Ba ab Rogie USccm x DUIS TE 12 KM Fe EE C sem SUL 2181 128 Lm umm et Ware P and ar tds H eg e rAT Bg ar 7 I b 4 i ee m IN Compare 27 LIBOR ARM PE oa e eg BS el j pel en GK d A3 Details Modified Standard wean e B 4332 HHA Bo Ai negr me 21216 d Der nu IL Danaum 13 3883 B ilia anre Compare 1 LIBOR ARM Det
26. ails Desktop Underwriting 21216 Click Compare in the Comparison Queue at the top of the page Minimize the Scenario Studio comparison window DO NOT CLOSE Maximize the BOOM Loan Comparison window Click Fill From Scenario Studio Your Scenario Studio loan comparisons will populate in your BOOM presentation E ET AA SS X RA S see LED Gd did POE 4cmAGESE ie t Ai A UGG RE x T SAAR P s i b de Ema m 8 Bd das A ici E Po WE LE m a La Fees r e m a L i 5 m La ka LI Ej Mem HE mium rum um Geen WR ie ommum rengem mmu be es k n Ls Se Wb emip ge ef Li imi PET el Eee e se og Zeep ben zm Se AS L Pe j rec irr re Lor Hone ME Se Bai Ben zs Se ce RE Fn ege Ba ek a CEL Bes pen Ee PIT H H H 2 Fill from Scenario Studio Ld a IE p 1 u T Rein beim oem 1 E E TE Lm um a mmm te LS 1 e EE En um m cating ina P EL HHN P i man A Return to Menu gt gt BOOM by ENVISION User Manual 15 B Refinance BEI by AIA Curtagmer ID 27706 V prr udi ziraa Pri qnd dei Castas Pal 160 Loan Type Pus thao 0 Hefe pre F Lar Prania QJ Wah Refin eg Prep ei Worksheet Clear The regula peeled by ez calcular are irbanded for opinion purposes enly and accuracy r dl pci The cada ind Loan Compation Werktheel de nel erue he ira y of or your tipiy for any space product offered b
27. ain ation Add hers Dale pos Muss recent terme kem sank dr dher nel t r Irilude banks rara Caas af deeg binei nd Cous nuniber pus the balance fe aach checlong kiige riera asl sagt cocos beksle al area Lei dl aida dece har valet wee pares cari eck Arel nal ed aay el hora nro ICapy of aura compleat sha The opgi jin pati Eran ng io pay dr hane erte rare niche certract wth bidder maienals bei Send hose plane Debt F Add Een Daai um i er mem Gelee fan Mail tee Aikman Tem b nky Ge thee Get nibe chad biak imme l reng id dtigti mibi pha the base and monthly riyrmanti e al ppan bari zsrhsbere ba ceda undi Ak Min CH ana Sree ol xhar wd min cac kp du Sekt ean ciermaen Eng The rere Apel add c ihip order Checkks Templates Save as Tempiate Checklist in Preservation Rast Cac applytoFresestaten To save your modified version of the Checklist as a recurring template click the Save as Template button at the bottom of the screen name your template then click Save Click Apply to Presentation You will be returned to the movie selection screen To open a previously saved template click the Load Delete a Template button locate your template in the list click Load then click Apply to Presentation To delete a previously saved template click the Load Delete a Template button locate your template in the list and click Delete Return to Menu gt gt BOOM by ENVISION User Manu
28. al Loan Comparison Worksheet T Eae Price E OO IN CL er LT fet Loge Zeil Lose zJ C IER Am Loan Arscuni I OK DEI dd L pp dia Hr e DEI 1 Year Trey D pk LC 1 epp LAG PECH s seen LACA SH a Brin he Pie en n dili pr ud Pn e r A nip Ze Sas Fora L n uk lag Programa Feit EA Ln Ama Pl Gm ie Br Ent Firat APA Fass yj cad AA Burm E Cining Cota Pn rect bei bidis dar Lean Tala Concaag ong Pre indEMES Pronmem Taci ok Amen Ft Basie A Far Eerand APR k en A Mm eae Condo an Feet Divan Premeri Mica Mil Eri Wo P or BU Dal Mig FPH pe E Pete Mor Pr Cash ta Clasa ratum Para enda aed i Dipison iil 7 Disable 200 CA ORCI 4000 dies Fart Stipe aita Fi HA hes 12 Aa car Pa PET O Lenie ba bech as Eo Le COURS rb ror oe rante THORE des Legg Comp Gah boer and A AAA E eg d RT nzeg Fog cai apelar e b i 10 Pedi ant a nie a abet p been TRUE DURO I SE uerit CC AOE deg D Il I i bl Ny nn m G t Fer 7 Display Badd bo fra na a E Display A Pps o Le SL Molina Hn D bende Faj Pia PEL e Lae mM Select whether this loan will be a purchase or refinance by clicking the appropriate radio button in the upper left corner B Purchase Complete the Autofill section These numbers will automatically fill in for all of the loan options The values can be edited individually if necessary To select a mortgage product or create your
29. arak Andamos ae LE pagas HH s House Hunting Tips akin ee T n am The T TELE E mad nom m De Possible Terms Les Ki o H 65 Ce Mortgage Real Estate Financial Eulder m Use the Print Current Page button to print the page that appears in the preview screen or the Print All Selected button to print all pages you have selected in the left column mM Tochange your contact information at the bottom of the page click Edit Footer Enter your changes It will be changed for all future presentations The text for the movies is copyrighted and cannot be edited Return to Menu gt gt BOOM by ENVISION User Manual Feature Sheet Provide a valuable service for your Realtor co branding partners by creating a custom Feature Sheet to promote individual properties o Help Iech Suporte IHBGB 354 E51 Hon Fri BOO am 5 prm Eastern From the Main Menu click Create Feature Sheet a Customer Presentation Create Presentation w Edit o View Presentation Templates Add Edit View or Delete o Feature Sheet Edit View or Delete Feature Sheet El Tools w Add Edit Co Brand Information se Edit Personal Information Open Contact Manager Search Contact Manager Settings Self paced Online Training w Register for Live Ondine Courses m Check Tar Sollware Updabes w User Manual You have four options for creating a feature sheet 1 Create a feature sheet from scratch 2 Create a feature shee
30. d a presentation for a customer and now want to view it follow these steps MW From the Main Menu select Edit or View Presentation ka Customer Presentation M Create Presentation e EG or View Presentation Templates Add Edit View or Delete Feature Sheet m Create Feature Sheet a EC View or Delete Feature Sheed O s amp Edit or View Presentation ar Add Edit Co Brand information 6 Edit Personal Information IR Open Contact Manager a Search Contact Manager aw Settings o Help Tech Suspect 1 888 354 6364 don ro JO pm 5 pm Lester 8 Self paced Online Training is Register for Live Online Courses im Check for Software Updates e User Manual Click the plus sign beside the customer s name M Select a presentation from the list Lott oF View Arr TE Edit or View Presentation 1 Click the ev next to he Customer s name thal you wan 2 Click the specific presentation under their name 3 Click Edit or View biwreezersmr ann V Cedar cowt Edt 530 Miller Foad Sample Joan DT Farviw Coal imer First Tete Burger Phesentadon Cancel Click View Preview the presentation as your client will see it You can Update the Web Site Print the Presentation Edit the loan comparison worksheet or print the loan comparison worksheet m Although this creates a customer presentation there are a few final steps Click here for instructions on how to create and send a presentation Return to Me
31. ddress 2 City State Zip Phone Cell Phone Fager Fax Email Your Account Executive This is how your master record is set up in the BOOM by ENVISION database Required Information Cancel Save Return to Menu gt gt BOOM by ENVISION User Manual 33 SS Edit Your Presentation Contact Info i BODA by DHS Cotos Hi 327718 Verse 2 1 2 0 Dres ruo Edit Presentation Contact Info Ed registran aden Edil yor Ties is Pop a A AT RU ca A presea lion d or a Dig ed PETI DEED 1 Ro OE CIO KFDATT 0n OA stat TH TE PODA PAID TA Sitt inPa o A es OF Sey e A d rr e 43 EI Cdi posar phon el poor Gonads informer fen click dnm Edil eeng dira Loret Cu bre acri zs LI Su Presesriaran IDEM ITI Edil vor beslimes al Maximum number of Lines 14 Maximum number of Characters 40 Suggested Content Line One Your Name Line Two Your Title Line Three Company Name Line Four Office Phone Number Line Five Cell Phone Number Line Six Web Site To create a web link gt Type the words you want to appear on the screen such as Visit My Web Site or Click Here to Apply Online Select Web as the Link Type gt Type in the Web address including http In the Link box Line Seven email address To create a link to your email gt Type the words you want to appear on the screen such as Contact Me or Send Me An email gt Select email as the
32. dress bar then Edit and Paste BW Clicking Exit returns you to the Presentation Preview BOOM by ENVISION software is open and you can go anywhere in the program by selecting Main Menu from the Tool Bar Edit an Existing Presentation To edit a presentation you have already created for a customer follow these steps m From the Main Menu select Edit or View Presentation El Customer Presentation E Create Presertatian ws Editor view Presentation Ure Templates Add EA Vara or Delete Ed Feature Sheet Que oun amp Edit or View Presentation La Help Tech Support HEBR TRES iere o B es Sat ee Sehpaced Gniline Training m Higie ke Li Cr Cou m Check for bofa Ladies amp Lem eeu W Click the plus sign beside the customer s name mM Select the presentation from the list Click Edit Name the presentation Optional If you have a co branding partner for this presentation check the box and select a name from the list Click Next Select the movies you would like to send to the consumer by clicking the box next to the title Use the Movie Preview Window to familiarize yourself with the content of the movies Select the Mortgage Tools you would like to include in your presentation Follow the instructions for the loan application checklist found here Follow the Loan Comparison instructions found here Return to Menu gt gt BOOM by ENVISION User Manual 19 View an Existing Presentation If you have create
33. he top of the loans you are not using Click Calculate All the gray boxes will automatically be calculated Click Preview Presentation to save the presentation and view as it will appear to your customer Return to Menu gt gt BOOM by ENVISION User Manual B Scenario Studio Scenario Studio is not available for Correspondent lenders To obtain loan information from Citi Scenario Studio from the Loan Comparison Worksheet click Launch Scenario Studio Launch Scenario Studiare Broker Sign In User ID Password Sign In ar am M eege A XE EN a im A m Scenario Studio e T isses lo CET Broker Dirai Website ooo ier rm Haas crassi s Bei gem mum Fr ba dmt ege Sep at eg fq ril nan rg oe Y n Le murs Lr Return to Menu gt gt 12 BOOM by ENVISION User Manual 13 Enter loan data to build your loan scenarios New Scenarii Saved Xcimario BB iens Studie Demo Required Loan Data Compensation Source Property State C Lender Select One C Barnte Loan Purpose O Purchase C Rate amp Term Reinante Cash Out Fo finance Loan Amount Appraised Value l 2 Hu s pp i Cea Derigage inlanmatiere Hong C New with Cit New with Other Lender Eising 7 neo GC a Debt zpn Keome Ratio 3B i Oercupanesr Proper Type Fr rarjRarsenca e Drs Fami kel i Ammcfrston Type A beiss O ARH Bo pe Q Fixed E Ha Preference Loan
34. ierech Cindy 141 ARM LIBOR Fi resi nb 3H ARM UD ett Yr Fieres onby SI be Yr kierper ny CH A4 LK en Yr Fieregt sony Mil Factors when LTY la between har gin WFE to EE kanl Ert 85 lo DIS Arri Fura a ONT Je DER Liela C o x Cheat beca prat Carcel Enter product and MI factors you want to be used in the calculations Click Save for this presentation if you only want these factors to be used in this one instance or Click Save for all presentations if you want these factors to be used for all future presentations as well Click Select Preset MI Factors such as FHA are automatically set and uneditable f no second mortgage is included leave the fields blank Enter the interest rate required and any additional information you would like to include in the comparisons f you have selected a VA mortgage product click the VA Funding Fee 96 box Select the category from the list and click OK Return to Menu gt gt BOOM by ENVISION User Manual 11 f you are comparing fewer than three loans check the disable box at the top of the loans you are not using Click Calculate All the gray boxes will automatically be calculated Click Preview Presentation to view the presentation as it will appear to your customer Loan Comparison Worksheet Pel aa ei OTD 1 Your Trey 1 vus LIGA Leg tee A Za DET nog LS Lari Lfen ou tet Mig Tree LITER wur Bertin Eat tegen
35. iew Web Preview to see what the custom web version of the Feature Sheet will look like Click Print to see a paper copy of the Feature Sheet Or click Create Web Site to finalize your custom Feature Sheet Return to Menu gt gt BOOM by ENVISION User Manual 27 E Soe TOU FA LI Port rere Renta fg Piri Peet er PS eee dies Web raya La veter vous Shier dee ad red appear rre CRE heb Pees Ee Ba viu ice Tau remm rene read ni Pai accion Sk he spprepiale enge Lhe the bark below co edt the mor veiegchon ar lari cempangaoi eee el Create Weh ine ir CIE ILIrPE YER u era b E yet nem rrr fe I o pr E 1 ce 0 ean OF Tho esp arm ahe mM Make any changes you want to the standard e mail message before sending it out Add additional recipients for this e mail by clicking Add email Addresses at the bottom of the window Check your spelling by clicking the Check Spelling button For instructions on creating a default message and Signature for the email that accompanies your feature sheet click here When you are ready to send your message click Create Site Lom pe Bemp ze mi mmk di el ese AS a ii b eos BE di Hi hie ee Lu ge EN r2 as Edit View or Delete a Feature Sheet Thank you for the opportunity to create this unique marketing tool for you have prepared this feature sheet to promote the highlights of the subject property and educate buyers on mortgage options This can be printed and ha
36. if Select your file and click Open Click Show Image Use the slider bar to zoom in and out on your image To position the logo within the box click on the image and hold A hand cursor will appear Drag the image within the frame When you are satisfied with the positioning of your logo click Save Vv N N N N N N X Return to Menu gt gt BOOM by ENVISION User Manual 35 m Adda brief summary of your credentials to your presentations Coda Tie Drede iae Credentials tels di Boe io 32 Cana Sou Sarah deri Click Edit your credentials in the left column Enter the title for your credentials This will be the name of the button viewers will click in your presentations Enter your credentials Click Save Update Click Main Menu when you have finished editing your personal information To view your credentials in a presentation click The Mortgage Professional and select your credentials button Your credentials and or testimonial s will replace The Mortgage Professional movie m Addoneor more testimonials to your presentations Customer Testimonials Ther WE irb Leer terio igen Devt ak Tesi inca B r B ErnAnd U0 hmacka Tae cun corr krx its dern Bi ee eno ple dot eg Desmond boon frd 1 7 a Teer wx Click Edit your testimonial in the left column Click New Testimonial Enter the title of your testimonial This will be the name of the button viewers will click in your p
37. ion Edit Personal Information Search Contact Manager Se Open Contact Manager 5 e Settings e Check for Software Updates Ga Help teen Steet 1 860 954 6061 Man rto am 5 pm Cante e Self paced Online Training Register for Live Online Courses ew Check tor Software Updates e User Manual MH Your computer will communicate with the BOOM by ENVISION server m Any updates to the software will automatically be downloaded The download will not affect any presentations you have prepared Please Note the software will also automatically search for and allow you the opportunity to download updates whenever you perform a function that connects you to the Web server m When the download is finished you may relaunch the program Return to Menu gt gt
38. k cer h res Bods pred he ue ies Id Sr lnibut Gung bhea Sr dd Geer heus ni Copy the bre 16 map red Ihi pre aliis vesci Aly ES air piar quina the web h ggd verius of Ihe leslucg at in ama 18 prices Ih pipeta 164 tr n alte add he ink ba icy webkpited pira ta 16 dro H wii mid lr feu BD diyi Link 88 Cuil ador besi Pisso contact me fce al pour morgage needs Sincerely Sage ura Sant ergi Dignabure Sgr erger SH Anien Saah Anderon AH Marga AIS Mangage AH Harhwestem Fey one ST JEU Hari heesbem Har Sine ATI F dirir ors Hello A8 48304 Farrraregl ces Hilly M 4124 DAD 655 7131 CHE 555 7171 Fan 24H 625 3578 Far Oppe 216 Ecad ari sd be mer ques Gs End oni adii bermi 745 ram Taak lina I ShaTaikti a ang Show Ertl heliqra J 7 ES days before dite Dhew Laag Contact BR a days before dite Chew Leds Snnmiei acer E days before dite Advanced Semet Cancel mM To change the default email message enter your text into the box then click Save Settings m The default email signature can also be customized for presentations and feature sheets M Foradditional technical support options click the Advanced button Return to Menu gt gt BOOM by ENVISION User Manual 42 Self Paced Online Training Clicking this button will launch interactive training for BOOM Here you will find a selection of interactive movies designed to show you how to use BOOM as well as a collection of interactive and printable prospecting
39. m the list of All Records Click Delete Confirm the deletion To find an individual record or to define a group Click Search Follow the steps in Search Contact Manager To navigate to the next record Use the arrow buttons to navigate forward or backward through the list of All Records or the list of Filtered Records To edit presentation Click Edit View Presentation to make changes in your presentation This button is active only if you have created a presentation for the client whose record is open Follow Edit an Existing Presentation To view a presentation If you have created a presentation for the selected contact click Edit View Presentation to preview your work This button will be active only if you have created a presentation for the client whose record is open Return to Menu gt gt BOOM by ENVISION User Manual 38 Import Records From Other Programs BOOM by ENVISION enables you to import a txt file from ACT by Sage Goldmine by Frontrange Solutions Microsoft Outlook Calyx Point and other contact management programs You must first export a file from one of these programs in a comma quote comma delimited or tab delimited format mM Toimport from Microsoft Office Outlook From the Main Menu click on Open Contact Manager Click Import Select Outlook Microsoft Office Outlook 4 program is trying to access e mail addresses you have stored in Outlook Do vou want to allow this IF this is unexpected
40. n Some navigation options are only available when you are in Preview Presentation mode ROOM hp EMVISIDM Curiomer ID 22206 Vano 2 1 5 0 Customer Presentation Feature Steet Tools Helo MainMenu 2 Edit Presentation gli Web Ste ig Print Presentation E ABC REAL ESTATE The Real Estate People ABC MORTGAGE ALPHABET MORTGAGE Information for Open House Visitor La Edit Tite Created 6 1 2011 5 04 PM Option 1 Option 2 Option 3 E Enlarge For more information contact Sale Price 300 000 00 300 000 00 300 000 00 Sarah Anderson ss Lgan To Value Ratio 50 LTV 80 LTV 80 LTV Suite 123 Mortgage Program 30 Year Fixed FHA 30 Year Fixed 7 1 ARM LIBOR ec lt Loan Amount 240 000 00 242 400 00 240 000 00 Phone 555 555 1001 1 Year Balance 237 187 71 239 353 12 736 912 62 Cellphone 555 555 1002 Interest Rate 6 25 6 25 APR 5 875 6 327 APR 5 75 4 331 APR Fax 555 555 1003 Points 1 000 0 000 en htlplwww envisionpresentations com Down Payment Equity in Home 60 000 00 60 000 00 60 000 00 sarah andersongprabc com Monthly MI 0 00 222 20 0 00 Monthly Taxes 333 33 333 33 333 33 Monthly Hazard Insurance 62 50 62 50 62 50 PEI or Interest Only 1 477 72 1 433 89 1 400 57 Prepalds 0 00 0 00 0 00 Closing Costs Pts not Included 750 00 750 00 750 00 GE X wc Total Cash to Close 63 150 00 60 750 00 64 350 00 Click on the buttons below Total Monthly Payment 1 873 55 2 051 92 1 796
41. nded out or used as a link ta market the property through blast emails or on your current web site m To Edit View or Delete a previously created Feature Sheet from the main menu click the Edit View or Delete Feature Sheet button mM Select the feature sheet from the list then click Edit View or Delete SS Click Print o Feature Sheet Ww Create Feature Seel mc Edit view er Delete Feature Sheet o Tools a Add Edit Co Brand Information e Edit Personal Information Open Contact Manager Search Contact Manager Settings o Help Tet Support HBBB 354 6361 ion Fri ROO am we Seli paced Online Trainang amp Edit View or Delete Feature Sheet Return to Menu gt gt BOOM by ENVISION User Manual 28 Add Edit Co Brand Information r a Dra Freedom e o Help tech Support 888 354 6351 Mon gt Fri 836 DODMI by ENVISION Cuasbemar ID 22706 Veigen 3 1 5 0 Click Add Edit Co Brand Information to create a record for a co brand source o Feature Sheet Create Feature Sheet w Edit view or Delete Feature Sheet o Tools e Edit Personal Information Open Contact Manager SG Search Contact Manager e Settings w Add Edit Co Brand Information EI Add Edit Co Brand Information e Sell paced Online Training Click Add Click the appropriate radio button Add Edit Co Brand Information Add Realtor R C Add Builder B C Add Financial Planner F t Add Other 0
42. nu gt gt BOOM by ENVISION User Manual 20 Delete Web Site If you have created a web site for a customer and now want to delete it follow these steps m View the presentation From the Aaa screen toolbar select Web Site then Delete a Web Site aj P m Le Create Update Delete m A pop up box will appear asking you Are you sure you want to delete the web site for the current presentation Click Yes A confirmation box will appear letting you know the web site has been deleted Print a Presentation mM Open the presentation you would like to print M Click the Print Presentation button on the toolbar The Print button in the presentation will only print the Loan Comparison Worksheet and Loan Application Checklist Print Presentation Return to Menu gt gt BOOM by ENVISION User Manual 21 m From the list on the left side of the screen deselect any movie scripts you do not want to print You can preview each page by clicking on the arrows at the bottom of the preview page If you want to add a movie that is not currently in the list click Return to Presentation then click Edit Presentation Add the movie s you would like Click Next Preview the Presentation Print Presentation Your logo and photo will appear at the top of the Loan Comparison Worksheet printout EAM Ep ETS _ Return to Presentation Print Presentation EX FWh It Far 4 Pont Currere Page
43. own custom loan program select the box labeled lt Click here to select a loan gt zm lt gt Lnd LIT bidie fumum EEN E ARA EA ERE per a Fra ura a n SE _ men mra gegen mas m mm m dm a ee r pm cm ca in 2 rn 5 r reg 1st Mtg Program Click here to select a loan gt Return to Menu gt gt BOOM by ENVISION User Manual 10 Click on the loan type you want to include in the presentation If the loan you want to use is not in the list complete the steps in the section below titled Selecting Creating Custom Loan Programs Lh honar a lana prociuel Fixed producta Custom Laan products FHA 30 Veer Peed aD Year Freel Ak here bo add mew products FHA 20 veer Fiag n Year Freed FHA 15 Yem Ficed 25 Year Fhoed FHA SH ARM 20 Year Fixed FHA aH ARM 15 Year Fremd VA 30 vinar Fie 10 Year Freee VA 5H ARM 3D enr Five 10 Vene interest Orly VA 5 1 ARM My Community produeta Adjustable prarueta My Community 40 eer Pod TO Aba LILA My Commiunidt 3 Ye r Pod CH AH LE TA My Commundt ZU rer Pod E LE Ma Community 15 Year Food 3H AR LEA Ma Communiy 10 6r Freed 1H ARM LIA By Conny 10 5 rre Conky hy Comm S4 idara Only My Sena 10 LESA ARA SO em My Comma TA LE ARM SH vem My Corse S4 LD ARM J0 ven My Community 31 LD ARM Inberest only 104 ARM LIERCET interest Onby TH ARM LIBE interest Oni ZH ARM LEGR Firei Cels EH ARH IP k
44. r Home F Upgrades E Early Grcupsmcg Homes E Hamecwnaers Azsacaion Lean ctonras Home Saltar The Semit od a Reaktor Home Preparation Tips E Pricing Your Home to ell Preparing tor Showings ImhePreosorlowvenpmemg wv Temg Price Relaigrmnip E Preparabonineneaies Froft 7 gelir Aol During Showings E The Highest Prise Seller Declara ReznondingtaeanmcCfer Empowering Your Realmrt setect al Clear an Finareial F Derereumnang Y eur Budget 7 AanetA ora igos 7 Collage Educaban Manning T hebrea Planning wg Este Plans ng setest al Tosia Mortgage Calculators Mortgage Glessary i Fimameiul Caleuatars Logan Application Checklist edit wer emn Cancel Mack Monto P revere Real Estate Owned mmm Cl Of rere Tile Do pre Gaii movies and 10955 yOu wooi3 like bo rbd n he presentaton Chick Ned when you eg rash we m Under Tools you can select whether or not you want to provide your customer with a Loan Application Checklist a list of required documents and other items necessary to complete the loan process To edit or view this Checklist click the edit button next to the selection M Loan Application Checklist Return to Menu gt gt BOOM by ENVISION User Manual 8 m Review the default items in the Checklist To add any items throughout the checklist click the Add item button beside the appropriate category Enter your new Checkli
45. resentations Enter the text of your testimonial Click Save Click Main Menu when you have finished editing your personal information To view your testimonial s in a presentation click The Mortgage Professional and select the testimonial Your testimonial s and or credentials will replace The Mortgage Professional movie Return to Menu gt gt BOOM by ENVISION User Manual 36 mM To delete a testimonial Customer Testimonials The testimonial ile E Errgted 40 characters You can create ap to 23 testimoniales In order to add a new teatoncemal please chick New Testznemal button rut Testznomal List Select a testimonial New Testmeesal ur Lig ELE Testmoninl Tye Rehnance Testimanis Latter hem a aatigted ualere Lake Foral Subdeisren Ho metenear lestgn nial ss Click the drop down arrow in the list field Select the testimonial Click Delete Click Main Menu when you have finished editing your personal information Open Contact Manager While contact information for presentations must be stored in BOOM by ENVISION s Contact Manager all of your contacts can be included for easy access M From the Main Menu select Open Contact Manager Feature Sheet w Create Feature Sheet e Edit View 66 Delete Feature Sheet O zech e Open Contact Manager Add Edit Co Brand Information e Edit Personal information w Open Contact Manager e Search Contact Manager Set
46. st item To remove an item select it from the box then click the Delete button SLRS Be EVA er I AA Vegan ARCA ea PR anser ince pep Panini LES ARE jj Ri ES PTE FS Edit Loan Application Checklist Lean Zrekt siwe Checkka Aid Delete o podr fari mba cheekkst as dese Chek Apply lo Fraser sn when Inrihed Te ire thee curant chicka fet uii in Future porra di CE Seve ag Templita To reen pn axsing barplabes chckLeagiteieie Templste Hssramess Informatica i Add em Dalita tem Credit History information F Add torn Dee ten Bimpe a vam az ido appear an ihe deri Fevers Casceled checks or a maeageneni company betier may be egani F Sal Garay Mharr Cady el bik phy priii Lrroer t kee de gier Sege D Hang adbririck iri ch thi pir feu yt LIGA landlords add d tinta Employmesa Bncase Addttem Delite bim Punches Prepir lides Add Her Daki ben We Za mrd bow rette for Wes berl Tew prs e aima corilim t wh addendum Erakin w arrr ren E Uu pas Baa Fiii chte enipleye jb ule bere ard genta conti ohare br harreerengsi k rere iria acinis Paycheck stubs dor ag lott 30 cyt IF sa ermployed or commasicesd Tax celum wth sxhedales dor ihe lart fec yours yea pos dala prolt acd bat zbabsiresr asd baue beds Seal Suezanty ot reiner nt Eer rd batl ri j aus a cime P sell d de ud ES lee fe d i Parit ation of deren payment tuci n SW ben Lank 238 amp 8misri F adamm Gage Bien Ross ce al
47. t based on an existing feature sheet 3 Create a feature sheet based on an existing presentation 4 Create a feature sheet based on a template Create a Feature Sheet Create Peale bheei using M ibra Pare twee Oreste Paro wee im paeh ath Feature ies bae wi en easing Feature Greet dotan oH wr owed 5 Carr Precenbiahon d Es e an r Peen acormebon FOE pr Ed Afeeepge 137 Magi Lana 2100041 24221 PME e N Bra TER PIE pdf Pedra seet gt IIA 1 4T OQ PA Pipas Petreve Mi G011 X OE PM STEP 1 ed STE 22 Create Feature Sheet Return to Menu gt gt BOOM by ENVISION User Manual 23 M Enter aname for this Feature Sheet then click the check box below and select a name if you would like to Co Brand this Feature Sheet with one of your partners Click Next Create a Feature Sheet Name amp Co Brand Feature Sheet Hema 1253 Moret S w Goar thet Feature Stier with Dabia Ent ABC Rea M Complete the Loan Comparison Worksheet for the property Click here if you would like to see instructions on how to do so Click Continue UHT ORT I SII ELI 1H ON ET Fesureihem x Hdb Par More E mat Qj ef ie Pret reset ano Calas Aria Fa Pe Era Te e Em xm pa pel Ce T TEN chen Loan Comparison Worksheet TEL The niuia prroded iy bag edeulal r ans ended Exi Cirmparriss puris Gank ind kruet g zer gar The rscd go ded Lege Companion Werkes do ret org ha iealabdiy ei e var eb fai any pic
48. th the link to the presentation when you click Create Web Site or Update Site Type the message you would like to accompany the link If you do not write a message your contact will receive the default message Thank you for the opportunity to present the services and products offer have prepared this presentation specifically to address your questions You can also change your signature in the box below To set a default signature and message follow the instructions for changing your general settings found here Spell check If you would like to send emails to additional addresses in your Contact Manager click the Add Email Addresses button in the bottom left corner Select a field to search by Type in the parameters and click Add Click Show Search Results If you would like to send it to everyone in the database click Select All Records A dialogue box will open Return to Menu gt gt BOOM by ENVISION User Manual 18 with a list of all the email addresses who will receive the presentation Click Okay to proceed You can edit the list on the next screen if necessary mM Click Create Site if this is a new presentation or Update Site if this is an existing presentation Progress will be tracked in the text box m When the link appears in the box click on View Site Your Web browser should open if your computer s settings allow the action If it does not open click on Copy Link Open your Web browser select the ad
49. the list a ci ies a sy a qra ma ee pee ig ae EFE PEA es ee Select the customer to create the presentation for C Mew Customer Create a presentation for a new customer e Existing Customer Select an existing customer for whom you are creating a pre Name the presentation optional Return to Menu gt gt BOOM by ENVISION User Manual 6 Presentation Mame optional e MEE 1113 2007 8 39 03 AM gue d PRIDE mum vm gy patate cota e iy kee Naming a presentation can be helptul if you plan to create e IA ae e a o a more than one presentation for this customer Ex Lake House Rate Change If you leave this field blank BOOM by ENVISION will name it for you with the date and time it was created Iw Co Brand this Presentation with To co brand the presentation click the check box and select a name from the list NOTE Before you can co brand your presentation with a Realtor Builder or Financial Adviser you must first set up their information Click here to learn how Click Next If you are creating a presentation for a new customer enter the client s information Name and email address are required Enter Client Information e Loan Typo v I LJ E Business fe 0 Friend Loan Rate Neiahb Laan Dade 6203011 E Company Nama Address Second Mortgage Address Loan Typo v CJ City Loan Rate Stale w Loan Date GV i Zip Motes Phone Numbers Only Last Contact 00011
50. tings Return to Menu gt gt BOOM by ENVISION User Manual 37 Contact Manager t MLS ic Tag guns Fil Mera Tami Types add HA lam ra d Lam Tas ALA AT Nese Leap Haze La ied ds d Bake 134 Eli n RASIAN e Dabei D r Derri Wariga Adi pot Lome Type x B ay Lasa Hale ipromartian d GI Lom Dae Gi l A dle Morte Parra Phair Pura bra Only To view a record already in the Contact Manager Select the record from the list at the bottom of the page Use the scroll bar to view all the records To expand or contract the width of the columns drag the vertical line that separates the columns To sort the records in the list Click the field name at the top of the list The field that the records are sorted by will be highlighted An up down arrow will appear so that you can sort A Z or Z A To add a new client Click Add Complete each field at the top of the page Use the Tab Key to advance to the next field If the loan type is not in the drop down list click the plus sign and enter the name of the loan program Click OK From the drop down menu select the new loan program Check the box next to the contact type To add a new contact type click Add Enter the new contact type and click OK Select the contact types for this client After you have completed all the information click Save To delete a record Select the record you wish to delete fro
51. ustomer ID 22706 Version 3 1 6 0 Customer Presentation Feature Sheet Tools Help Main Menu Edit Presentation D Web Site 4 Print Presentation The toolbar along the top of the screen replicates some of the Main Menu s functions but it also gives you additional navigation to various other BOOM functions M Customer Presentation Gives you the option to create a new presentation or edit view an existing presentation Customer Presentation e Create Presentation Edit view Presentation m Feature Sheet Gives you the options to create edit view or delete a Feature Sheet Feature Sheet Create Feature Sheet Edit view or Delete Feature Sheet E Tools Choose to Add Edit Co Brand Information Edit Personal Information Open Contact Manager Search Contact Manager change the program Settings or Sync Personal Information Tools Add Edit Co brand Information Edit Personal Information Open Contact Manager Search Contact Manager Settings Sync Personal Information m Help Sign up for Online Training Check for Software Updates or access the User Manual Help SelF paced Online Training Register for Live Online Courses Check For Software Updates User Manual About Main Menu Returns you to the Main Menu where all your options are available e B Lie ei ie H m Een Sne a E b ONG 1 Xx Return to Menu gt gt BOOM by ENVISION User Manual 4 Presentation Navigatio
52. y wey particular lender and is not a comerament io end Any ARM loan shoe for companson sepresents an adjustable rate mortgage and the rale es subsect to Canstomer x Situalian Fetimated Values Hi Mig Valence Monthly Te Mea Pl imi Mtg Balance Manthty nd Mas Pl Sena Taxes Annual Ins Condo fan Fora Other debi ta pay off Monthhy Payment Addl Cash Out Toral Debts te be KEelinanced Cunent Monthly Parma Indexes pa ol 150011 1 Year Treasury 0 180 1 Year LIHOA ER i b month LIEDE B ax Updaie Indexes WESSEN 660 Click the radio button in the upper left corner of the screen to select Refinance 4 X 250 000 00 175 00000 975 00 5000 00 250 00 500 00 416 67 Dm DI a 160 Don mo 1 641 67 E asimaied Value LT Ist Mig Program Ta Loan Ampir imi Hate Lea 5 135 Est Fi APR Vasa 15 calc APR l abri 5 Closing Costs Fits not incl Add 1o 1i8 Lean Prepaid Jnd Mig Pregiam nd Loan Aron Ins Rare La 5 125 Est Secondi APH Monthly Taxes Monthly Insurance ee ea Mandy MI Tei Mig PAI or UD nd Mag PAI ar PO Total Maithig F aymer Funds Ta Faom Bonower Gacludes pointa Total Merithly Savings Charge Option 1 1 Diable 20 000 o0 tul ni 72 000 D ono FHA 30 Yir Fined TED 0000 530 5 326 DI 0000 Add ta Fira 000 Display Add to First 1 800 00 000 Hbisplay Add to Firet d CEE at lo seal loin gt au Hates dat D Do 416

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