Welcome to JMAC Lending!

We’re excited to have you here. Our goal is to work effectively together and ensure you are successful at what you do. This quick overview will introduce you to our broker portal and our loan processes.

Our Getting Started Tutorials include step-by-step instructions to help make your first loan submission easy and seamless. Important Tutorials include actions that may be performed outside a linear order. For a brief summary of our loan processes, please review JMAC Connect Client Onboarding presentation.

Additionally, feel free to check our other helpful resources, including forms, checklists, matrices, appraisals and policies.

JMAC Connect Portal Onboarding

Timestamps

Workflow 

Creating New Users

Quick Pricing Scenarios

Step 1: Creating Your Loan

Wholesale Quick Start Tutorial

Defining Wholesale Loan Status 

Archiving & Withdrawing Your Loan

Step 2: Registering Your Loan

Pricing a Loan

Ordering or Reissuing Credit

Running Dual AUS

Requesting an FHA Case Number 

Completing a FHA Condo Questionnaire (HUD-9991)

Step 3: Generating Your Initial Disclosures

eSigning Initial Disclosures

Borrower eSign Quick Start Tutorial

Step 4: Submitting Your Loan

Uploading Your Loan Docs

Understanding Pipeline & Reporting Views

Requesting a Change of Circumstance

eConsenting to Disclosures

Step 5: Requesting Underwriting Condition Review

Locking a Loan

Ordering an Appraisal

Managing Appraisal Orders

Understanding Appraisal Notifications

Requesting Revisions or Rebuttals

Defining Appraisal Status

Step 6: Requesting Closing Disclosures and Closing Docs

Opening Secured Emails from JMAC

Resetting Your Secure Email Password

Receiving Encrypted Emails

Step 7: Funding Your Loan

We are here for you!

Our Client Support Team is available by phone, email, or chat from 8am to 5pm PST, Monday through Friday. They will gladly assist you throughout the loan process and answer any questions that you might have.

Client Support Team 

Phone: 949-390-2671

Email: clientsupport@jmaclending.com

Chat: Click the blue box in the broker portal or website to start chatting!