Non-Delegated Encompass Tutorials
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 correspondent 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 read Non Delegated Quick Start Guide.
Additionally, feel free to check our other helpful resources, including forms, checklists, matrices, appraisals and policies.
TPO Client Portal: Onboarding
TimeStamps
00:00 Intro & JMAC Lending Website
00:16 Help Center
01:07 Portal: Landing Page
02:18 Step 1: Creating Your Loan
02:55 Step 2: Re-Issuing Credit & Registering Your Loan
04:24 Step 3: (Optional) Entering Fees & Requesting Disclosures
05:17 Step 4: Uploading Submission Documents & Requesting Submission Review
Correspondent Portal: Creating Your Loan - Submitting Your Loan
Complete Correspondent Portal Training Webinar
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 corner to start chatting! |
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Getting Started Tutorials:
- Tutorials by Topic (C2)
- Creating New Users (C2)
- Quick Pricing Scenarios (C2)
- Step 1 - Creating Your Loan (C2)
- Step 2 - Registering Your Loan (C2)
- Step 3 - Requesting JMAC Initial Disclosures (C2)
- Step 4 - Submitting Your Loan (C2)
- Step 5 - Requesting Underwriting Condition Review (C2)
- Step 6 - Ordering Docs or Submitting for Purchase Review (C2)
- Step 7 - Requesting Suspense Condition Review (C2)
In this section
Defining Non-Delegated Loan Status
Requesting Closing Disclosures