Application Data 4

• Add Earnest Money Deposit (EMD)
• Add Purchase Credits
• Add Seller Credit
• DTI Troubleshooting Guide

AUS 5

• AUS Troubleshooting Guide
• Credential Get Inst Name Error
• Fannie Mae Credentials Error: User Not Authenticated
• Loan Amount Exceeds the FHA Maximum Loan Calculation
• VA Co-Borrowers Are Not Married

Billing 5

• Payment Errors
• Billing FAQ
• Purchasing a Self Paid Subscription
• Purchasing Seats at the Company Level
• Setting Users as Self Paid or Company Paid

POS (Borrower Portal) 9

• Avoid Triggering of TRID Disclosures Prior to Selection of a Property
• Invite Borrowers to the Borrower Portal (POS)
• Test the Borrower Experience
• Which Loan Officer Receives a Loan from the POS?
• Borrower Portal (POS) After Application is Submitted

See all 9 articles

Client Needs, Documents, & Forms 15

• Customize the Pre-Approval Letter
• Generate the Loan Application (URLA 1003)
• Share Document Upload Link
• Submit Documents to Lenders
• Generate Documents & Forms

See all 15 articles

Closing Costs 3

• SmartFees Troubleshooting
• Qualified Mortgage (QM) Test
• SmartFees

Company Settings 14

• Company Settings
• Updating Your Organization Info
• Customizing Your LOS, POS, & Real Estate Agent Portal Login URLs
• Entering Company State Licenses
• Add Lenders

See all 14 articles

Contacts & Leads 4

• Import Contacts and Leads
• Import Business Contacts
• Import Leads
• Lead Capture

Credit 4

• Order Credit Report
• Reissue Credit Report
• Split or Merge Borrower 1003s & Credit Reports
• UWM-Credco Credentials

Email & SMS Text 10

• Borrower Reminder Settings - Applications & Client Needs
• Email, Phone, & Text Buttons Configuration
• Email Tracking & Email Logs
• SMS Tracking & SMS Tracker
• Connect Your Email Account

See all 10 articles

eSign 3

• Create eSign Client Need
• eSign Certificate
• eSigning Configuration

Lender Registration 3

• What is Loan Registration?
• Loan Registration Troubleshooting Guide
• Integrate with the UWM Portal

Loan Origination System (LOS) 12

• Assign Contract Processors to a Loan
• Bulk Import MISMO 3.4 Files
• Change Loan Status
• Create a New Loan File
• Import 3.2 & 3.4 Files

See all 12 articles

Login & Multi-Factor Authentication 13

• Set Your Password
• Set Up Your MFA
• Reset or Change MFA (Multi-Factor Authentication)
• Change Login Email Address
• Login / Connection Troubleshooting and FAQ

See all 13 articles

Non-Delegated 5

• Change the Industry Channel of a Loan
• Non-Del - Funding & Revenue
• Flood Certificate Order
• MERS MIN Generation
• Non-Del Settings and Configurations

Products & Pricing Engine (PPE) 8

• Integrated Lenders
• Price a Loan
• Set Rate Alerts
• Change Points (Lender Credit or Discount) with Manual Lender Products
• Compare Different Loan Scenarios

See all 8 articles

Realtor Portal 3

• Create Real Estate Agent/Realtor Co-Branded Application Link
• Invite Realtors / Real Estate Agents to the Real Estate Agent Portal
• Using the Realtor / Real Estate Agent Portal

Reports 2

• Generate Call Reports (MCR)
• Generate Pipeline Reports

User Settings 6

• User Settings
• Updating Your Personal Info
• Entering Individual State Licenses
• Entering Your Personal Credit & AUS Credentials
• Setting a Team to Automatically Assign Processors and LOAs

See all 6 articles