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Whether you are new to Smart Tools or you have been using our software for quite some time, we think that you will find our online Help Center to be a very valuable resource.
We understand that everyone learns differently so we work to provide as many learning resources as possible: Telephone Support Coaches, Live Chat, and online Help Center with How To training that includes software screen shots.
No matter which learning method works best for you it is important to have a foundation on which to build. Here is the list of our training How To articles and a direct link to each article. These articles are your foundation, they explain in detail how to process a refund using the Smart Tools web-based software.
How To #1: Login to MySmartTools.net and Online Help Center
How To #2: Watching the Training Video
How To #3: Update Your Business Contact Information-Account Profile Tab
How To #4 - The 5 Main Steps of Independent Refund Processing
How To #5 - Step 1A Obtain a List of Borrowers
How To #6 - Step 1B Manage Your List of Names Using the My Updated List tab
How To #7 - Step 1C Send Borrowers an Introductory Letter
How To #8 - Step 2A Mail Authorization Agreement With Cover Letter
How To #9 - Step 2B Send Tracer Found Case Form
How To #10 - HUD Sends The Claimant the HUD-27050-B Form
How To #11 - Step 3 Submit Documentation To HUD
How To #12 - Step 4 HUD Issues The Check To The Borrower
How To #13 - Step 5 You Get Paid
How To #14: Searching the Internet for a Borrower
How To #15: Calling a Borrower
How To #16: Mulitple Claimants Same Case Number
How To #17: Save Records to your My Updated List
How To #18: Deceased Mortgagor
How To #19: Searching for a Specific Record
How To #20: The People Search Add-On
We are constantly working to improve our software to make your job as a processor easier. Which means that we are also working on constantly updating our training. Our Help Center not only contains How To Training, but basic software Trouble Shooting and answers to General Questions.