Processing Loan with Guided Workflow

Accessing Guided Workflow

From the main page on the loan, scroll down on the navigation menu and select Guided Workflow.



Application Review

Completing Required Application Fields

Complete the Closing Docs 1003 Signature Date (1003 Date) and the Est Closing Date. Click Save to progress.

Once completed, the status bar will progress to Registration and Credit.

Registration and Credit

Pricing and Registering

Scenario data will pull from the loan application. Verify each section, entering any missing information. Once all parameters are verified, click Search.

Complete the pricing process as you normally would. For detailed information on out pricing a loan, please review Pricing a Loan.

Ordering Credit (If Applicable)

Select Order Credit from the navigation.

Note: There is a visual bug of Product & Price showing Incomplete even though the loan has been priced out. This should resolve with either a refresh or completing the next step (Order Credit).

Click Order Credit.

Complete the credit process as you normally would. For detailed information on how to run credit, please review Ordering or Re-Issuing Credit.

Note: Order Underwriting is currently not functional on Guided Workflow. If you need to run AUS, please navigate to the Credit/Dual AUS page before proceed to disclosures.

Once completed, the status bar will progress to Registration and Credit.

Disclosures & Submission

Generating Initial Disclosures

As you continue the Guided Workflow process, you’ll be directed to Fees & Disclosure Generator.

Complete the fees and disclosure process as you normally would. For detailed information on how to run credit, please review Generating Initial Disclosures.

Note: There is a visual bug of Fees & Disclosure Generator showing Incomplete even though the loan has been priced out. This should resolve with either a refresh or completing the next step (Upload and Submit).

Uploading and Submitting Your Loan

Select Upload and Submit from the navigation.

Click Confirm.

You’ll be prompted to upload your Initial Submission Package as well as complete any missing data fields.

Click Save.

Click Confirm again.