Processing Help Center
Day 1 Certainty
- AccountChek Gift Donor ordering instructions
- The Work Number (TWN) Equifax Employer Locator site
- AccountChek Script for Branch Ops/Sales to use for Borrower
- AccountCheck Borrower Overview - Day 1 Certainty
- DU Validation Service Reference Guide - Day 1 Certainty
- Day 1 Certainty-The Work Number Instructions
Misc
- Adverse Action Denial/Withdrawal/Duplicate loans/ TBD's workflow for loans NOT UW yet
- Sr Processor - Jr Underwriter Program
- Loan Product Advisor LPA Tips for running AUS
- Payoffs at Closing - do your part to prevent payoff fraud!
- Branch Reminders regarding rate lock extension and PEs
- Fraud Interview Instructions / Fraud Alert Confirmation
USDA
FHA
- FHA Refi vs FHA Simple vs FHA Steamline Grid
- Manufactured Home HUD Plate info - FHA Streamline when no appraisal required
- FHA Gift Funds Data Entry
- FHA Single Unit Approval - SUA condo HUD official instructions
- FHA Case Assignments and Single Unit Approvals for Condos
- FHA Connection Registration Instructions-User Credentials (LP Only)
Appraisal
VA
- VA - How to read a Leave and Earnings Statement LES
- VA LGY HUB Instructions - User Credentials and Registration
- VA Question added to Borrower Summary Screen: Does borrower have a pending compensation claim with VA? Yes/No
- VA IRRRL Case Order Instructions
- VA Appraisal Transfer Requirements
- VA Appraisal Fee Schedule
DocVelocity (DV)
Letters-Editable and Pre-formatted
Training Materials
- State Marital and Signature Requirements
- Tax Transcript Ordering Guidelines - 4506-C
- Self Employment Training
- Branch Processor/Opener Training invite
- Encompass FT360 Vendor Videos
- COVID-19 Self-Employed Borrower Analysis LO/Processor Call
Income Calculation Help
Checklists and Guides
- Flood Certificate - Order from Borrower Summary Screen
- FHA Connection Instructions
- HOA CONDO/PUD Best Practices and Information
- Lock Validation Instructions
- VVOE Procedures with COVID Overlays
- Brokered Out Checklist