MORTGAGE BOT BASIC SUPPORT:

How to request a MBOT PW Reset

Importing and Registering a loan in MBOT

Understanding MBOT Navigation Panel and URLA Entry-review

How to price a loan without locking

How to lock your loan

How to setup Construction Loans in MBOT

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MORTGAGE BOT SERVICES SUPPORT / OTHER VENDOR HELP:

MI Ordering Process

How to order Credit and Run AUS

Flood Cert Ordering Process

How to Setup MBOT for Split MI

How to Setup UFMIP on Conventional Single Pay Premium

Soft Pull instructions

Ordering a Mortgage Only Credit Report for IRRRL

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DISCLOSURE PROCESS & COMPLIANCE POLICIES:

How to Upload Prequal Letter and Process

How to Remove TBD From the Property Address in MBOT

Loan Officer Disclosure Procedure

ATR QM Training - LO - Processing

ATR QM Training - LO - Processing - Part 2

How to set up MBOT for buydowns

App+ 5 Disclosure Reminders

Setting up a Purchase Money Second in MBOT

Setting up a First Mortgage with a Purchase Money 2nd in MBOT

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INFORMATION AFTER DISCLOSUE FOR PROCESSING / UNDERWRITING:

Next Steps After Disclosures have been sent out

How to view the conditional approval

Understanding the Loan Status - Retail

Important Email Addresses

HOI and Flood Requirements

Misc Underwriting Tid Bits

Tips for Smooth and Fast Closings

How to Setup FHLB Grant Funds in MBOT - Conv and USDA

How to Setup FHLB Grant Funds in MBOT - FHA

​Underwriting the Prequal

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INFORMATION ON CREDIT REPORTING

Understanding Credit - Announcement

FSB Credit 123

Partners Credit Trainings