Get Docvelocity User Guide

This guide provides users with a clear and comprehensive overview of how to navigate and complete the Docvelocity User Guide online. The explanations include step-by-step instructions tailored to your needs, ensuring an efficient and effective experience.

Follow the steps to effectively complete the Docvelocity User Guide online.

1. Click the ‘Get Form’ button to access the Docvelocity User Guide online and open it in the editor.
2. Begin by logging in using your username (your Flagstar Lotus email address) and password. If you need to reset your password, use the Forgot Password link and follow the instructions provided.
3. Navigate through the guide sections, such as Getting Started, Logging In, and Using Docvelocity, to familiarize yourself with the components included.
4. When creating folders, remember to select appropriate attributes like loan number, borrower name, and loan amounts to optimize the search functionality.
5. For document uploads, select the relevant method (fax, email, manual upload) and ensure proper identification of folders by using FX numbers.
6. Review and edit document attributes as needed by highlighting and clicking the Edit button to keep information current.
7. Once finished with all needs or revisions, you can save your changes, download a copy of the filled guide, or print it for your records.

Complete your documents online now and enhance your productivity!