Log in at LMS Xpress 2
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1
2 Log in at LMS Xpress 2
3 From your home page, select Loan Search. LMS Xpress 3
4 You will now see the updated information in your pipeline LMS Xpress 4
5 To register a loan for a loan officer, find the drop down box that says Select Broker Branch this should have your company name here. Find the Select Loan Officer drop down section and select the Loan Officer who will be associated with this loan. Using the browse button, find and select your FNM data file. Click on Upload Now. LMS Xpress 5
6 Congratulations! Your loan has been uploaded. It s that easy. Please make note of your loan number for future reference. Click Continue to complete the registration and/or order your AUXpress findings. LMS Xpress 6
7 You will be stepped through the completion of the loan application note that you cannot move on to the next section of the application until all required fields have been completed LMS Xpress 7
8 You will be stepped through the completion of the loan application note that you cannot move on to the next section of the application until all required fields have been completed. Make sure to click SAVE and CONTINUE to proceed to the next page in the application. LMS Xpress 8
9 Note the bottom of the page has an Application Completed button and gives the choices of Jointly or Not Jointly. This flag indicates how the credit report will be pulled. Example: One applicant (married or unmarried) is Not Jointly. Two married applicants are Jointly. Two unmarried applicants are Not Jointly. Make sure to scroll down to the bottom of the page and click Save. LMS Xpress 9
10 Any blank data fields will indicated by a blue asterisk. Make sure all required fields are complete. LMS Xpress 10
11 Any blank data fields will indicated by a blue asterisk. Don t forget to click the Save and Continue button! LMS Xpress 11
12 Notice that the next few items in the Quick App menu are accessible. This means that all REQUIRED fnma fields are complete. You must still navigate through all pages to ensure data is accurate. On the Income page note that you can select which borrower you are editing at the top of the page. LMS Xpress 12
13 Scroll down to the bottom of the page and don t forget to click Save and Continue. LMS Xpress 13
14 Select the Order Credit Report screen from the lefthand navigational list. Make sure Application Completed field is correct if not GO TO THE BORROWER INFORMATION SCREEN, NEAR THE BOTTOM AND CHANGE THE APPLICATION COMPLETED FIELD. LMS Xpress 14
15 Select the Credit Reporting Agency from the drop down box. To order the report, click on Request Credit Report. To view, or to print, the credit report, click on View Credit Report. LMS Xpress 15
16 You may retrieve a credit report that has been saved in DO within LMSXpress AUXpress system by entering that Case File ID and clicking on the Retrieve Case File button. Be sure to click on Save. LMS Xpress 16
17 Select the representative credit score on the FICO grid at the bottom of the screen. The FICO scores for your borrowers are automatically populated from the credit report. Select the lowest middle score of all borrowers. LMS Xpress 17
18 Select Borrower Pair to review their schedule of Real Estate. To edit REO Click the left hand link (Borrowers Name) will take you to a detail screen for the property on that line. You may edit data for the REO here. The next option is ADD REO, this will take you to a blank detail screen, which when completed will display the record on this page. The final option is to DELETE selected REO records. LMS Xpress 18
19 Select the correct flags for whether the property is the Borrowers current residence, the subject property of the loan, or whether this is a rental property. The Property Address drop down box is used as a speed tool to autopopulate the address, city, state and zip fields below. These may also be manually typed in. LMS Xpress 19
20 View, correct or add the correct information for: Indicate Fair Market Value. Balance of the Mortgage Liens Gross Rental Income Occupancy Factor Mortgage Payments Insurance, Maintenance, Taxes & Misc. Net Rental Income The SAVE & CLOSE button will return you to the previous Schedule of REO overview. The SAVE & ADD button will take you to a blank detail screen so that you may add another record. LMS Xpress 20
21 Notice the Select Borrower Pair in the drop down box, if there are more than one borrower pair in this file, they will be listed here. Mortgage liabilities are shown first and separately from all other liabilities. LMS Xpress 21
22 Correct any information on this screen and click the Save button. LMS Xpress 22
23 Select Declaration from the left hand navigational list. Correct any information as needed then don t forget to click on the Save button when finished. LMS Xpress 23
24 Government Monitoring. Notice that in Section IX there is a box next to I do not wish to furnish this information. Checking this box does not satisfy this screen. LMS Xpress 24
25 Complete all data click SAVE and Continue. LMS Xpress 25
26 In the Loan Search page. Make sure all items have migrated accurately. Select a lock period (this is for search purposes only you will NOT be locking your loan during this step.) Click Continue LMS Xpress 26
27 Choose your loan program click NEXT LMS Xpress 27
28 Select the interest rate that you are submitting for UW. If you choose a program that requires AU findings the AU** column will indicate DU and will direct you through the AU ordering process. LMS Xpress 28
29 If the program chosen requires AU findings you will be directed here. Click - Request AU Report - Make note of your Case File ID. To review and print the AU 2.0 Finding Report, simply click on the link View AU Report. Click Save and Continue to final step LMS Xpress 29
30 Click - Register My Loan and Return to My Pipeline. Your registration is complete and ready for Disclosure by our Disclosure Specialist. You will receive an with the next steps. LMS Xpress 30
31 If the program chosen requires LP findings you redirected upon program Selection as shown in the following slides. LMS Xpress 31
32 Select the interest rate that you are submitting for UW. If the Program chosen requires LP the AU** column will indicate LP and you will be directed to the final step for registration. LMS Xpress 32
33 If the program chosen does not require AU findings you will be directed here. Click - Register My Loan and Return to My Pipeline. Your registration is complete and ready for Disclosure by our Disclosure Specialist. You will receive an with the next steps. LMS Xpress 33
34 Western Bancorp will Disclose the loan to the borrower as per Regulation X - Good Faith Estimate (GFE) of Settlement Costs (24 CFR ) Western Bancorp Setup will broker next steps for submission. LMS Xpress 34
35 LMS Xpress 35
36 From your home page, select the loan number for the file you need to upload. This will open the Loan Status page in a new window LMS Xpress 36
37 From the Loan Status Report page Select The Vault link This will open the VAULT in a NEW WINDOW LMS Xpress 37
38 This system in only compatible with Internet Explorer in compatibility View Popups must be allowed Select the Upload Icon LMS Xpress 38
39 Browse to the document you will upload and select 2. Choose the correct document label from the Document Type dropdown LMS Xpress 39
40 3. Click Submit Your document is now successfully uploaded. LMS Xpress 40
41 Navigate back to your Pipeline by selecting the open window LMS Xpress 41
42 LMS Xpress 42
43 Log in at LMS Xpress 43
44 Files that require attention are presented in the ALERTS section for convenience. LMS Xpress 44
45 Active loans are listed here click any header to sort LMS Xpress 45
46 You may simply lock your loan from the pipeline by clicking the Lock Loan Now Link LMS Xpress 46
47 Loan status definitions LMS Xpress 47
48 Click the loan number link to view a Loan Status report and access The Vault link LMS Xpress 48
49 Simply hit Show Details for more information regarding each section. You can also print out this report by clicking Print LMS Xpress 49
50 Directly access this loan file in the Vault by clicking the link shown on the left. You can also view real time UW Conditions and Status as shown above. LMS Xpress 50
51 LMS Xpress 51
52 LMS Xpress 52
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