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. 

Q: Why can't I submit a COC request, view my loans, or see the Appraisal tab?

A: This is usually caused by outdated cache or cookies in your browser. Clearing them typically resolves the issue. We recommend using Google Chrome for the best experience with TPO Connect. Here's how to clear your cache and cookies in Chrome:

1. Click on the three dots in the upper-right of your browser
2. Select History then select History again
   
3. Select Delete browsing data
   
4. Checkmark Cookies and other site data and Cached images and files
5. Select All Time from Time range dropdown
6. Select Delete data
   
7. Close out of all browser sessions
8. Relaunch a new session of your browser