Loan Origination Help Center

Marketing

• Growth Multiplier
• Sure Fire Top of Mind Contact, Help Desk and Training
• Affinity "Program" Information
• SureFire/Launch CRM Help Site with Daily Live Webinars
• SureFire Launch 3.0 Webinar and Support Material - May 2019
• SureFire - How to Stop a Workflow

Blend

• Blend work around on a Refi to run Product and Pricing without triggering TRID
• Blend Office Hours
• Blend - Instructions to push out a Non Borrowing Spouse (NBS) eConsent
• Blend Conversion instructions in FT360
• Blend Mobile App Instructions
• Blend Help, Webinars and Pricing

LO Connect

• Consumer Connect Password Reset
• LO Connect Training Videos

Secondary

• Rate Lock Transfer Procedure
• Optimal Blue Pricing Engine
• Secondary FAQ

VA

• VA Rate Reduction Cert form Print Conditions

NEO-Simple Nexus

• NEO Simple Nexus Help
• Simple Nexus/NEO Support Contact Info
• NEO Simple Nexus PRMG Presentation 10-3-19
• NEO -Simple Nexus Mobile -Online Set up
• NEO-Simple Nexus Training Video
• NEO -Simple Nexus App Docs Retrieval Instructions

Consumer Connect

• Consumer Connect - eConsent & eSign Borrower Portal Set Up using OTP
• Consumer Connect Tip - Married Borrowers or Borrowers sharing an email address
• Consumer Connect Tip - Loan Officer eSigning
• Consumer Connect Tip - LO Email Notifications
• Consumer Connect - How a Borrower Uploads Documents
• Consumer Connect - How a Borrower Creates Their Account

See all 7 articles

General

• Loan Officer Checklist
• New URLA - FNMA Fillable PDF
• Welcome Aboard and some important materials/reminders/training opportunities for Sales Staff
• DPA data entry for HFA Piggyback 2nd liens - Quick Guide
• Short video training - Business contacts in FT360
• Optimal Blue Pricing Engine for pricing scenarios outside of FT360

See all 24 articles