Overview

Exporting Application

Needs List

Asset Refresh

Viewing Credit

Inquiry/Address LOE

Analyzing Credit Rescore

Lien/Judgement Report

How to Handle Fraud Alerts

How to Order a Repository Credit Rescore

Overview

Homebot 101

Frequently Asked Questions

Basics/Adding New Contacts

Reports

Reffinity

Additional Resources

Navigating Screens

Creating a New Loan/Loan Look Up

Importing Application

Useful Forms/Corporate Support Contacts

Guideline Tools

Warnings/Errors

Pricing

Fees

Escrows Purchase

Escrows Refinance

Setting Up ARMS

Setting Up Investment Properties

Setting up an FHA Loan

Pulling Credit

How to Order a Repository Credit Rescore

Running DU

Running LP

Lock Desk

Locking Loans

Pricing out MI

Ordering Title

How to Order an Appraisal

Regora Overview

Rebuttals/Collateral Underwriter

How to Order a VA Appraisal

FHA Appraisal Logging

Initial/COC Rate Redisclose

E-Closing

E-Sign Room

CD Process

New Agent Call

Common Objections

Additional Resources

New Lead – Basic Script

Taking The Perfect 1003

Additional Scripting

Common Objections

Setting Future Appointments

Online Option

Overview

TBD Call – Basic Script

Basics of Income

Complex Income

Self-Employed Borrowers

Loan Beam Examples

Additional Resources

Liquid Assets

Complex Assets

Evaluating Assets

Additional Resources

Evaluating Credit, Capacity, Capital, & Collateral

How to Handle Fraud Alerts

How to Order a Repository Credit Rescore

Additional Resources

New File Submission

Minimum Requirements for Submission to Processing

File Flow

Purchase Qualification and Submission Checklist

Refinance Qualification and Submission Checklist

Standard Way to Process a File

Sharepoint Labeling – Example

Processor Checklist

QM Worksheets

How to Install XDocs Printer

Uploading to XDocs

Processing Expectations

Support Emails

What to Expect from Setup

Ordering Title

Early Check: How & When to Pull

LQI: How & When to Pull

Drive Report: How to Pull

Drive Report: How to Read

Flood Cert: How to Pull

Transferring & Cancelling FHA Case Numbers

Additional Resources

CD Checklist

Ordering CD and Submitting to Closing

LE and CD FAQs

Turn Times/Closing Disclosure Delivery Chart

Closing Tips

Additional Resources

Accounts Pyramid

Greatness Tracker

How To: Greatness Tracker

Lead Tracker

How To: Lead Tracker

P&L

How To: P&L

Personal Budget – Blank

Personal Budget – Sample

How To: Personal Budget

Calendar Basis/Access

Printing Daily Calendar

Appointment Confirmations

Booking Conference Rooms

Tuesday Status Gram Example

Tuesday Status Update Process

Perfect Weekly Updates

Theme Scripts and Tactics

Loan Process Gifting

WOW Customer Service Checklist

(CCR’s) How to Generate Referrals through Every Step in the Process

Coaching Process/Homework

Database Management Outline

Database Mailers

Letter of the Heart Examples

Evidence of Success Examples

Realtor Drops

Cold Calling

Pulling MTA Agent Numbers

Follow Up Plans

Drop Gift Ideas

What Does Marketing Offer?

How to Request Marketing Material

Marketing Examples

How to Request Marketing Material

Marketing Examples

Monthly Marketing Production Credits

Marketing Credit Ideas

Concur/Expense Report & Marketing Credit Process