BOOM! by ENVISION®
Frequently Asked Questions
Q. Can anyone purchase BOOM! by ENVISION?
A. No. BOOM! by ENVISION is offered exclusively to CitiMortgage brokers and lenders. All orders are subject to the approval of your area CitiMortgage Account Executive.
Q. What do you do with my clients' information?
A. Nothing. The client database you keep in BOOM! by ENVISION is never transmitted to our servers. The presentations you create online contain the clients' names and email addresses, but that information is never stored, tracked, disseminated or otherwise used in any way outside of your presentations.
Q. Can I install BOOM! by ENVISION on more than one machine?
A. Yes. BOOM! by ENVISION can be installed on two machines per licensed user.
Q. Can I import the customer database from my LOS (Loan Origination Software)?
A. Yes. BOOM! by ENVISION can import data that has been exported from your LOS in a delimited format. Check your Loan Origination Software's manual or Help section for exporting delimited files.
Q. How do I know if I have the latest version of BOOM! by ENVISION?
A. From the main menu, click "Check for Software Updates." BOOM! by ENVISION will indicate whether an update is available or if you have the most current version of the program. If an update is available, click "Download Update," and follow the on-screen instructions.
Q. Can BOOM! by ENVISION synchronize (or download) presentations that I created on a different computer?
A. No. BOOM! by ENVISION will not synchronize presentations from one computer to another. After selecting Edit Personal Info, only the following items will be synchronized (if applicable) on your computer:
- Contact Information (the text on the left side of the screen in your presentations)
- Photo
- Company Logo
- Company Movie
- Co-branded Logo(s)
- Co-branded Photo(s)
Q. I've created a presentation, and I am looking at the preview. Now what?
A. Post the presentation online. Here's how:
- Click Web Site on the toolbar.
- Select Create/Update.
- A dialog box provides options for sending an email to that client. The email will include a link to the presentation that you've created as well as any message you choose to include. A copy of that email will automatically be sent to you.
- When you've finished entering the email options, click Create Site.
Q. How can I add my company's logo to the list of available logos?
A. Email your logo to boom@citi.com†. Indicate your company's name and location in the email. The preferred file format is EPS, but JPG, BMP, GIF, PNG or TIF are acceptable.
