b.o.l.t. training - mwf wholesale · 2018. 8. 19. · mountain west financial, inc. - b.o.l.t....
TRANSCRIPT
B.O.L.T. TRAINING
Mountain West Financial, Inc. - B.O.L.T. Training -
Lesson 19 - Submitting A Loan To Underwriting
01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
In This Training We Will Discuss
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
• Submitting A Loan To Underwriting
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
Submitting A Loan To Underwriting
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
Within a loan, click “E-Docs”.1.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
Click “Document Upload”.2.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
The Document Upload page will appear.3.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
Confirm the Confirmation To email is correct.4.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
Enter additional emails, if needed.5.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
Click “New Loan Submission”.6.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
Click “Add Files”.7.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
Find and select all the documents needed for initial submission to Underwriting.8.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
Click “Open”.9.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
Click “Upload Flies”.10.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
A confirmation window will appear.11.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
Click “OK”.12.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
Two confirmation emails will also be sent, one when the documents are initially uploaded through the link, and one when the documents are validated/viewable in the loan.
13.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
The E-Docs page will return.14.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
Click “Submit to Document Check”.15.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
A confirmation window will appear.16.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
Click “OK”
This will submit the loan to Underwriting.
17.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
A confirmation window will appear.18.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
Click “OK”.19.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting
Expect a disposition from the Underwriter within the posted turn time. If additional items are required to move the submission forward, Mountain West will contact the Broker.
20.
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting