Creating a New Video Recording

Summary

MBS Highway makes it easy for you to record and share a video overview of a tool or personalized report for your clients. A recording is especially helpful when there is more than one borrower on a transaction or if they need to review the information again at a later time.

The Highway Record tool allows you to create new videos and search for videos you’ve already created. For existing videos, you can rename, download, delete or send them within the library. To access your video recording library, hover your mouse over your profile image and click on Highway Record. 

💡 Helpful Tip: Highway Record (both the meeting and recording functionality) is currently optimized for your desktop experience only and will not work on mobile devices.

Navigating to the Highway Record

You can find Highway Record within the Clients tab of the left-hand navigation menu. 

Navigating through the left-hand sidebar menu

To access Highway Record using the left-hand sidebar menu, click Clients, then click Record.

💡 Helpful Tip: You can favorite Highway Record by clicking the star next to its name, so it's easier to find next time.

Creating a New Video Recording

Create a video you can share with your clients. Once you create a video, they are available in your dashboard for 30 days.

1. Click Record new video at the top left hand corner of the page.  

2. You will then select if you would like to use your webcam and/or share your screen. 
   • You may be asked to allow access to your microphone and webcam. Select “Yes” to allow access for the recording. 
   • You may see a window pop up asking if you are ok with MBS Highway recording the selected window. Select Allow to continue. 
3. Click Start Recording to begin the recording. A countdown will begin and a red dot will appear on the tab, window or screen you are recording.

4. Once the recording begins, you can navigate to the tool or report you would like to show in the video. If you try to navigate to the tool before the countdown is finished, the recording will stop.
5. To end the recording, click the red square button at the bottom of the window or click Stop Sharing which can be found in the top left hand corner of the window you are recording. 
   • You can pause, resume or delete the recording within the same bottom menu as the stop button. 

6. A window will then appear where you can preview the video, add your client's name, a custom message and provide the email addresses of the intended recipients (up to four).
7. Click Send to send the video recording along with your custom message.  

Your client(s) will receive two emails. The first email will have a link to the recording. Once your client clicks on the link, it will trigger the second email to be sent with the access code. This is done to ensure privacy and security. 

Need Help?

Have questions or want to learn more? Submit a ticket or call us today!