Training Resources
Guides
Portal User Guide
Borrower eSign &
Disclosure Guide
Step-by-Step Portal Guides
- Portal Access
- Toolbar Navigation
- Register a New Loan
- Updating a Loan Contact
- Quick Registration
- Float or Lock a New Loan
- How to Price a Bank Statement and IRS Form 1099 Loan
- How to Price a Debt Service Coverage Ratio (DSCR) Loan
- How to Price a Non-Warrantable Condo
- Mortgage Insurance Quotes
- Order AUS
- Initial Disclosures Request
- E-Signing Disclosures
- Request Underwriting Review
- Intent to Proceed
- Appraisal Order & Management
- Condition Upload
- Change of Circumstance
- Request Initial Closing Disclosure (CD)
- Lock Extensions
- IMB Purchase Review