Rooms for Mortgage Rooms Admin

Lock or Close a Member Account - DocuSign Rooms
Rooms company administrators can lock or close member accounts to control access to the application.
Bulk Update a Member's Room Access - DocuSign Rooms
If you have permission to manage members, you can schedule an update to add or remove a member from rooms in bulk.
Rooms for Mortgage User Guide (PDF)
This guide gives you an overview of how to set up and use Rooms for Mortgage.
Roles and Permissions Overview - Rooms for Mortgage
Learn more about roles in DocuSign Rooms.
Create Task List Templates - DocuSign Rooms
Create task list templates to ensure consistent processes across your company.
Set up Closing Packages - Rooms for Mortgage
Rooms includes the detail fields and roles that your company needs to get started with closing packages. Review the setups in case you'd like to make changes.
View Options for Closing Roles - Rooms for Mortgage
Views provide a catered experience and determine what users can see and do in the closing package.
Email Invite Templates - DocuSign Rooms
Email invite templates let you customize the email message and subject line on room invitations.
Activation Redirect - DocuSign Rooms
If you leverage the Rooms API to invite members to your company Rooms account, you can automatically redirect members to your company's site after they finish act...
Add Member Accounts - DocuSign Rooms
Learn how to add users to DocuSign Rooms.
Two-Step Verification for Room Access - Rooms for Mortgage
You can require two-step verification to access a room. This added layer of security requires people with certain roles to provide a security code after logging in.
Create a Role - Rooms for Mortgage
Configure custom roles with permissions that make sense for your company.
Roles and Permissions Reference - Rooms for Mortgage
View a reference table of all the user role permissions available in Rooms for Mortgage.
PDF Split Templates - DocuSign Rooms
If you regularly split the same PDF documents, consider creating PDF split templates for your company.
Change a Member's Company Role - DocuSign Rooms
Learn how to change a member's role in DocuSign Rooms.
Set up Your Company - DocuSign Rooms
After you activate your Rooms account, add your company settings, and begin setting up your company.
Set up Regions and Offices - DocuSign Rooms
Learn how to set up regions and offices to define your company's structure.
Room Templates - Rooms for Mortgage
Room templates simplify the room creation process for your company.
Configure Room Details - Rooms for Mortgage
Learn how to configure the detail fields for your company's rooms.