Professional Documents
Culture Documents
?
Seach | Open
2. First time user. Fact finding - check credit worthyness. Perspective borrower, ready for 10 mins application).
HOME PAGE PULL CREDIT CREDIT REPORT LOAN APPLICATION REVIEW APPLICATION UNDERWRITE
LOGOUT
MY ACCOUNT
QUICK FORMAT RESULTS
PREFERENCES Personal Information
State
Zip Code
UWP Results
Choose Product
Choose Rate/Point
Rate-Point
Pipeline
SET Closing Data
Negotiate Lock
Combination
In-House Originator View | Manage
Add/Remove
Property Property Property
Borrowers & Credit Pull Borrowers & Credit Pull
Seach | Open PREFERENCES Borrowers & Credit Pull Borrowers & Credit Pull Borrowers & Credit Pull Borrowers & Credit Pull
Income
Assets
Income
Assets
Income
Assets
Income
Assets
Income
Assets
Income
Assets Pre-filled with
Debts Debts Debts
Borrower Debts Debts Debts
REVIEW APPLICATION
value to their relationship with it. Because he spends
Additional Data Additional Data Additional Data Additional Data Additional Data
Take Loan Application Additional Data
UWP Results UWP Results
Pipeline
Negotiate Lock Negotiate Lock Govt. Monitoring Data Export to PDF report data
View | Manage
and loan data quickly, to get product and pricing Print Docs Pull Credit
REGISTER LOAN
Loan
Property
UNDERWRITE
Pre-Approval Letter
3 DAY PACKAGE
Income
Summary Income
Summary Borrowers & Credit Pull
Income
Conditions
the loan during processing, in case there are changes
Assets
Disclaimers
& PRICE LOAN
Assets
Assets
Rate-Point
UWP Results UWP Results
Choose Product UWP Results
Choose Product
Approval Letter
that could cause new pricing. Consequently, he would Lock Options
Choose Rate/Point Choose Product
Choose Rate/Point
Choose Rate/Point
Good Faith Estimate Closing Data Closing Data
Closing Data
Combination
Negotiate Lock Negotiate Lock
Truth in Lending Negotiate Lock
like anyone who touches the case file to be able to access Payment
a Notes section, to communicate important changes, If you made any chage to
the application information,
reminders, etc. and system triggers
re-underwriting, you will
Loan Summary page confirms the You can register a Loan if result of underwriting If you underwrite the loan, this screen will
come to this screen. This
Locked and Registered Loan the loan returned as "Approved". show the "Loan Approval", "Conditions", etc.
screen also allows you to
information. Only at this part of the Before you proceed with registration, you will This screen will also present you with Rate Point
choose new product sets.
Loan Origination Process can Originator have to choose Lock Option (to lock, float, etc.) Combinations of various Mortagege Products
prepare the 3-Day package to be send
over to Borrower.
NAVIGATION AND INTERACTION MODAL
SSN
Address
Street
City
State
Zip Code
SEARCH
PRINT DOCS
ALL
OPEN EXISTING
Credit Report
Underwriting Conditions
Pre-Approval Letter
LOAN APPLICATION
Disclaimers
Borrower Information Summary
Closing Data
Approval Letter
Good Faith Estimate
Truth in Lending
PULL CREDIT NEGOTIATE LOCK PRINT REPORT
Additional UI features
Joint Credit
Re-Pull Credit
Pre-filled with
Income Income Income Income
- Back
Assets Income
Assets Assets
Take Loan Application Assets Assets
credit
UWP Results UWP Results
Choose Product
Choose Rate/Point
UWP Results
Choose Product
Choose Rate/Point
Choose Product
Choose Rate/Point
Closing Data
Export to Excel Choose Product
Choose Rate/Point
Choose Product
Choose Rate/Point
Choose Product
Choose Rate/Point
Pipeline Closing Data Closing Data
Closing Data Closing Data Closing Data
Govt. Monitoring Data Negotiate Lock
View | Manage
Negotiate Lock Negotiate Lock Govt. Monitoring Data Export to PDF Negotiate Lock Negotiate Lock Negotiate Lock
report data
Print Docs Pull Credit
Actions
Closing Data
My Account Property
Borrowers & Credit Pull
Income
Summary - BIS
REGISTER LOAN
Assets
Debts
Preferences
Additional Data
UWP Results - Loan Conditions
Long scrollable list of Choose Product
Choose Rate/Point
Logout
Negotiate Lock
completed application
Payment - Register Loan
with lighlighted feilds - Save & Close
to be filled? Case file
Income
Loan Personal Information Loan Personal Information Loan Loan Loan Loan
Property Property Property Property Property
Switch to Wizard
Borrowers & Credit Pull Property
Borrowers & Credit Pull Borrowers & Credit Pull Borrowers & Credit Pull Borrowers & Credit Pull
Income Borrowers & Credit Pull
Income Income Income Income
Assets Income
Assets Assets Assets Assets
Debts Assets
Debts Debts Debts Debts
Additional Data Debts
Additional Data Additional Data Additional Data Additional Data Additional Data
UWP Results UWP Results UWP Results
Assets
UWP Results UWP Results UWP Results
Choose Product Choose Product Choose Product
Choose Product Choose Product Choose Product
Choose Rate/Point Choose Rate/Point Choose Rate/Point
Choose Rate/Point Choose Rate/Point Choose Rate/Point
Closing Data Closing Data Closing Data
Closing Data Closing Data Closing Data
Negotiate Lock Govt. Monitoring Data Negotiate Lock Govt. Monitoring Data
Negotiate Lock Negotiate Lock Negotiate Lock Negotiate Lock
Debts
Addl. Data
Save
Close
Underwrite?
PIPELINE MANAGER
VIEW PIPELINE PIPELINE MANAGER is
MANAGE PIPELINE
SUPERVISOR'S admin
Separating them by View Pipelines
module to see/manage
Form Button, Plain HTML LInk, Icons My Pipeline his team's pipeline
Placements, Header, Above/Below form, Left Navigation Team Member 1
Color Differnt color to signify state, command types
Team Member 2
States Active, Inactive
Team Member 3
Team member 4
Navigatioanl Means ...
...
Main Tasks
...
Loan
Team Member N
Property
Borrowers
LOAN PIPELINE
Income PIPELINE MANAGERS PIPELINE SETTINGS
Assets TITLE 1 TITLE 2 TITLE 3 TITLE 4 CANCEL APPLY
Debts
Addl. Data