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Arbor Loan Process Overview
Keys to a Smooth Transaction
Centralized Communication Timeline in EiOS (1:33)
Managing your Loan Pipeline (2:02)
Automated Loan Updates (2:13)
Understanding How to Price
How to view pricing in Loansifter (0:57)
Borrower Paid Pricing & Comp - Broker Channel (3:10)
Correspondent Pricing & Comp - Correspondent Channel (4:09)
Lender Paid vs. Borrower Paid Pricing (2:38)
Understanding how to Price and Lock with investor
How to Collect Your Borrower's Application
Creating a Contact and Creating a Lead in EiOS (1:48)
Sending your Floify application link via EiOS
What does Floify do? (4:01)
How to review your client's application + documents in Floify (1:03)
Red, Yellow, Green - reviewing documents in Floify (2:06)
Requesting documents from clients (3:00)
Using Floify for e-signature documents (2:29)
Where do the clients documents go? (2:26)
How to Review + Structure Files in Byte
Scrubbing your application (3:46)
Running Credit in Byte (2:03)
Running AUS in Byte
Create/Download Fannie Mae 3.4 MISMO file (0:40)
How to fill out the "Loan Officer Screen" with Escrow, Realtors, Investor, and Key Dates (1:08)
Submitting your loan to processing (1:58)
Once Your File Has Been Approved
Requesting Conditions from clients in Floify (3:00)
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Create/Download Fannie Mae 3.4 MISMO file
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