The
following information will help acquaint you with LoanSystems.com.
1. View
the Demo
|
If you have not yet viewed
the Demo, it is a great place to start. The Demo
provides a brief overview of LoanSystems.com's various
features and provides screen views and explanations of
many of LoanSystems.com's pages.
|
2. Set-up Your Web site
|
If
you already have a web site, you'll want to place your new
1003 and Pre-qual links on it.
if you don"t have a web site, you can set one up
right away. You have the option using one of our
great domain names together with your personal name or
company name. You can acquire your own domain
name.
If you want to use one of our domain names, simply logon
to the Control Panel to get started.
If you wish to obtain your own domain name, select
"Domain Name Services" from the LoanSystems.com
homepage. It's fast, simple.
From there, simply select a web site design and
customize your site with your photo and logo, and text on
your homepage, Loan Services page, Testimonials page, and
Valued Partners page. Your 1003, Pre-qual Request
form, and Question form are accessible from every page of
your web site.
|
3. Create User Accounts
|
A. Logon and go to
User Manager. This is where you'll create User Accounts
for everyone that needs to view or update your loans.
B. One of the first User Accounts that you will
want to create is for your Loan Processor.
Loan Processor Accounts are Free User Accounts, unless the
Loan Processor wishes to originate their own loans.
If you have more than one Loan Processor, you can create a
User Account for each one of them.
C. You'll then want to create User Accounts for
others that you work with. Paid Users can create User Accounts for Lenders,
Brokers, Loan Officers, Loan Processors, Real Estate
Agents, and others. Free Accounts should be created for
those that will only access or update loan information.
Paid User Accounts can be created for others that will
originate loans (i.e. Loan Officers, etc.).
D. When Paid User Accounts are created, the new user
will be able to create his own User Accounts as you did.
|
4.
Create Instant Loan Referral Links
|
A.
Each
time you create a Free User Account for your real estate
business associates, LoanSystems.com automatically
e-mails them their Instant Loan Referral Links with
instructions on how to place them on their computer
desktop (able to be opened directly from their computer
screen) and on their web site, if they have one.
B. When
these links are used to submit a 1003 or Pre-qual Request,
they are forwarded directly to your User Account or to
those you designate (Loan Processor, etc.).
D. Paid Users can view all Instant Loan Referral Links associated with their account by going to "My
Loan Links" on
the navigation menu after logging on.
|
5. Instant Notification
|
Instant Notification™
allows Paid Users to be notified the moment a new 1003 or
Pre-qual Request is submitted. Instant Notification™
allows the user to designate how they wish to be notified.
LoanSystems.com
can be used to send instant pager,
cell phone, or e-mail notifications. If desired, the
Paid User can designate others to be notified as
well (i.e. Loan Processor, etc.).
|
6. Learn how to create 1003's and Pre-quals
|
To
create new 1003's or Pre-quals, simply go to the 1003's or
Pre-quals option on the navigation menu, and click the
"Create a 1003" or "Create a Pre-qual"
option. Doing so will allow you to open your 1003 or
Pre-qual form in the browser window.
|
7. Review the Sample Summary View & Loan View
|
The
Summary View and Loan View are very easy to use. To view a Sample
Summary View, select one of the following
sample Summary Views: Lender,
Loan
Broker, Real
Estate Broker (No Loan Processing), Loan
Officer, Real
Estate Agent, Other.
To view a Sample
Loan View, select one of the following sample
Loan Views: Lender,
Loan
Broker, Real
Estate Broker (No Loan Processing), Loan
Officer, Real
Estate Agent, Other.
|
8. Import Loans
|
If you will use
LoanSystems.com to track all loans, both new and existing,
you will need to import your existing 1003's into the
system. This can be done by logging on and going to
"1003 Import" under "1003's" on the
navigation menu. Note that imported 1003's will need to be
Fannie Mae 3.2 file format.
You can import one, or several 1003's into
LoanSystems.com.
1003's can also be exported into most Loan
Origination Programs.
|
9.
Tell others about
LoanSystems.com.
|
To recommend
LoanSystems.com to a business associate, click
here.
|
|
