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Milestones - Assigning loans to your Processing Queue and Individual LP

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Mindi Bartley
  • October 03, 2019 17:53
  • Updated
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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***

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