BrokerX. Quick Start. Supported Browsers: Internet Explorer Microsoft Edge Chrome Firefox

Transcription

1 BrokerX Quick Start Supported Browsers: Internet Explorer Microsoft Edge Chrome Firefox

2 Navigate to the Login Page: Access our BrokerX Portal by first going to our website at Click the Broker Portal menu item at the top right corner to access the login page.

3 Account Login: Login to our portal using the credentials provided. Broker An invitation will be sent by our Broker Support Desk to the primary contact address on the broker application. That same address will be the login ID and a password setup link will be provided in the invitation. Loan Officer Your Broker (or internally designated processor) will be the administrator of Loan Officer logins for your broker office. When your account is setup by your administrator, you will receive a password reset . See your account administrator for your login ID.

4 Know your way around: Once logged in, your home page is the Dashboard. Take note of your menu options to the left. Quick Price Price and Save Scenarios Pipeline Drill-down to loan-level details and upload conditions Loan Officer List Available to account administrator only to manage Loan Officer logins. My Info Change Password and update profile

5 Price a Scenario (Step 1): To price a scenario, click on Quick Price.

6 Price a Scenario (Step 2): Once you have selected Start New Loan Here, complete all fields then select Run Pricing. You can optionally select Save Scenario to quickly reprice a scenario from the Select Scenario dropdown at top of the page.

7 Price a Scenario (Step 3): After selecting Run Pricing, the programs having the lowest rates will be listed with the various term and buydown options. From each entry, you can view the respective detail to show any adjustments based on the scenario you provided to the Quick Pricer. Click arrows to display rate adjustments and buydowns.

8 Pipeline: To view your HomeXpress pipeline, simply select Pipeline from the left menu. This grid quickly shows each loan s status and can be sorted or filtered by any column. You can drilldown into any loan to view additional details by click the link in the Reference # column. Broker/Account Administrator: An additional column named LO Name will be available showing the Loan Officer assigned to the loan.

9 Loan Summary: After clicking the Reference # link from your HomeXpress pipeline listing, the Loan Summary page will show additional detail for the file. The dates and loan status are updated in real-time as the loan s processing progresses.

10 Loan Notes: From the Loan Summary page, click Notes to view or add any public notes visible for the loan.

11 Conditions: From the Loan Summary page, click Conditions to access Prior to Docs and Prior to Funding conditions. You will be able to upload outstanding conditions and view a condition s status from this page. For each outstanding condition, click the Satisfy button to upload a single file to satisfy the condition. Click the Add Document button to upload additional files for the condition. Once all conditions have been specified, click the blue Upload Document button. IMPORTANT: To minimize delays processing conditions, upload all or most conditions at one time.

12 Documents: From the Loan Summary page, click Documents to access all visible documents associated with the loan file. The document s name is a link that can be clicked to view the respective file.

13 Edit Profile/Change Password: Click on the My Info menu to update your contact information and change your password.

14 ACCOUNT ADMINISTRATOR ONLY Loan Officer Administration List: Account Administrators can manage Loan Officer s access by selecting the Loan Officer List menu. This menu is available only to the primary Broker login provided by our Broker Support Desk. Click the Add Loan Officer button to create logins for your loan officers. Click the user name link to edit the account and to send password reset s.

15 ACCOUNT ADMINISTRATOR ONLY Create a Loan Officer Login: Each Loan Officer can have their own login. They will have access only to loans assigned to them. The primary Broker login (the account administrator) will see all loans for all Loan Officers on the account. Complete all fields (fax is optional) It is important that all information is complete and accurate Enter the Loan Officer s address or create a unique login ID in the Username field Note: A processor can be provided a login through this same process. Simply check the All Loans Access checkbox for a processor. Once the new Loan Officer login is created by clicking Save Changes, an is sent to the Loan Officer with a password reset link.

16 For assistance or questions with our BrokerX portal, please contact your HomeXpress National Account Executive.