Milestones - Assigning loans to your Processing Queue and Individual LP

Instructions below to assign loans to Processing Queue and individual LP:

 From the FT360 Borrower Loan file, Click the Log Tab

• Go to the Qualification milestone
• Complete all Required task checkboxes and all Required Fields in the Qualification milestone and click the Finish box
• Send disclosures – this will auto move your file from Prospects folder to My Pipeline folder, which is typically the view your Processor will process from
• Go to the Setup milestone
• Click the Magnifying Glass to assign a Loan Officer (if field is missing)
• Click the Magnifying Glass icon to assign a Processing Queue
• You will assign a Processing Queue by choosing the branch number your Processor is tied to in Outlook and click the Finish box
• Go to the Send to Processing Milestone
• Click the Magnifying Glass icon to assign a Loan Processor
• Do NOT click the finish box – your Loan Processor will finish this milestone
• TBD loans follow different procedures – see link below to TBD Workflow Sales:

https://www.eprmg.net/ResourceCenter/TrainingInstructionalMaterial/TBDWorkflowSales(ForLoanOfficersnotLoanProcessors).pdf

 ***See Screen shots below***