General Broker Questions

How to enter in pre-payment penalty
On Loan Estimate Page 1 or CA MLDS form you click on the Prepayment Penalty button, then fill out the info in the popup.  It then populates correctly into t...
Wed, May 24, 2023 at 9:35 AM
Broker File Setups (Encompass Setup + Broker Registration)
Broker File Setups  Sales Support reviews the Broker Pipeline in Encompass daily to identify new broker files that need to be setup. These steps are for Sa...
Tue, Sep 10, 2024 at 10:22 AM
How to Setup NewFi Brokered Loans
Newfi Broker Process  Last Updated 08.10.2023 Go to https://newfiwholesale.com/newfiportaluserform/ to be set up an account for their portal if you or th...
Fri, Aug 11, 2023 at 2:31 PM
Rocket Wholesale
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...
Mon, Sep 25, 2023 at 9:14 AM
REMN Broker Standalone HELOC
HELOC FAQ attached HELOC How To guide attached
Wed, Dec 18, 2024 at 12:25 PM
HELOC Q&A
Q: Borrower has actually just decided not to proceed for now and get his credit score up instead first. We will cancel the current HELOAN file. Spring EQ di...
Tue, Nov 21, 2023 at 3:49 PM