Frequently Asked Questions

Q: Will I be able to access my Funded loans.

A: Yes, funded loans will be available with your pipeline for 60 days. 

Q: Where can I see important dates?

A: When open a loan, there are two menus: Activity and Workflow. Select Workflow to see a list of important milestones throughout your loan. 

Q: When creating users, should I select Corr Loan Officer, Corr Loan Processor, Corr Secondary, and Corr Post-Closer when creating wholesale accounts?

A: Do not select any of Correspondent personas that begin with "Corr" for wholesale users.

Q: Why is there a Reporting tab in the main menu?

A: Reporting are reports created with specific filters. They are not pipelines that allow you to open loans. You can download a report summarizing your current active loans or funded loans within the last 60 days.