Creating a Lead
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Name, either telephone or email
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A campaign must be provided
Pulling a credit report
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LO must be assigned
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LO must have subject property state’s license
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Company must carry subject state’s license (if licensing module is turned on)
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Branch must carry subject state’s license (if licensing module is turned on)
Running a document disclosure action
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Plan code must exist with the programs
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Estimated closing date
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LO must be assigned
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Borrower must have SSN and email address
Interact with Forms (under Action tab)
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LO must be assigned
Wholesale registration
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User must have permission to register a loan
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SSN and email must be assigned
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Broker’s LO and LP must be assigned
Lock vs Uw Reconciliation
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Lock data must not be blank
NMLS call report
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To accurately report state data, subject property address must have state info. Use “Search” address bar on top line whenever possible. Make sure you clear saved addresses from browsers first.
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System currently does not exclude investment properties
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System currently does not report pre-qualify and pre-approval loans