How to Price in Portal:
Not seeing One+ as an option? Check out these tips:
Make sure the income used is within 80% of the AMI of the zip code being used
Loan amount can’t exceed $350,000
Must be 1-unit, primary residence
Select Lender Paid Mortgage Insurance
*Wholesale only*
Tips on how to resolve potential issues with the Client Portal/Disclosures.
Scenarios:
- Client isn’t receiving the registration email
- Check that the email provided at registration is correct ( Update in I Want To)
- Resend registration email via the I Want To tab ( if you don’t have this option, it means the client has already logged in previously)
- Advise client to check spam/junk
- Ask if the client has ever applied with Rocket Mortgage. If they have an existing account, they will need to sign in with their existing credentials.
- Submit Rocket Connect to request we manually send the link
- Client is receiving sign in error ( wrong password, email, SSN, ect..)
- Check the email provided at registration is correct ( Update in I Want To)
- Check the SSN provided at registration is correct ( Submit CIC if not)
- Provide Client Portal Support # for client to call
- Client doesn’t see disclosures
- Check that the client is looking at the correct loan number
- Check the documents tab to make sure the disclosures are showing up. If they are showing in documents, they should be showing in the client portal.
- Call Frontline to have disclosures reposted
- Provide Client Portal Support # for client to call
Contact info:
Frontline/Setup *not client facing*
( 844)937-7567 Option 2, Option 1
Client Portal Support
(800) 410 – 2199
Rocket Connect Trails:
