LOAN OFFICER RESOURCES
LOAN LEVEL ITEMS
LENDER LIST
Here find a list of all of our lenders, their main products, and our Account Executive information.
APPLICATION FORMS
Intake Forms for New Applications.
PIPELINE
Pipeline Excel Spreadsheet
EMAIL TEMPLATES
Email Templates for various stages of loan process - prequalification, quotes, updates, etc.
E-FAX
Efax for entire company is 480-302-5871. This goes to all emails. Click link for login to send fax or look at history.
FANNIE MAE INCOME CALCULATOR
Web-based income calculator for mortgage originators
DROPBOX
Source to share videos and upload pics/docs to secure server
ARIVE TRAINING LINKS
Support info and Links to
New User Guide,
Configuring Rate Alerts, etc.
OTHER INCOME CALCULATORS
Income Calculators for Self Employment, Rental Income, Liquidity, Etc.
LOAN OFFICER RESOURCES
MARKETING
LOAN SIFTER
Login to price our approved lenders and other lenders on the market.
MBS HIGHWAY
Login for Analysis on Interest Rates, Lock/Float, and a bunch of marketing tools.
BOMBBOMB
Login for Analysis on Interest Rates, Lock/Float, and a bunch of marketing tools.
KEEPING CURRENT MATTERS
Great resource for articles, videos, social media images,
market reports, real estate guides.
LISTREPORTS
Invite your agents to get a plethora of marketing tools anytime a listing goes live. A bunch of other items for agents.
MOBILITY RE - MMI
Research Agent stats and what LO they are using. Research Loan Officer stats.
MOJO DIALER
1-3 Line Dialer for you and your agents to call lists much more efficiently
CROMFORD REPORT
Get access to Phoenix Metro Real Estate stats and graphics.
ZOOM
Utilize our Zoom for meetings and webinars.
REFERRAL PARTNER AND CLIENT TRACKER
Excel spreadsheets to onboard Realtors, Prospects and Past Clients
REALTOR TOOLS TEMPLATES
Email and Text Templates to share tools with Realtors.
MARKETING HUB
Examples of Graphics we've made so you can customize them for your business.
LEAD VENDORS
Contact info for our Lead Vendors
CRM VENDORS
Contact info for our CRM Vendors
VIRTUAL ASSISTANTS
A list of virtual assistants you can hire for various tasks in your business.
REALTOR TOOLS
Share with your realtor partners or create your customize your own Realtor Tools Page
OTHER RESOURCES
EXPENSE REIMBURSEMENT FORM
Used for W2 Employees only
TRAINING VIDEOS
Various videos on topics we've taught classes on including Darren Hardy Insane Productivity Course
COMPLIANCE
Policies and Procedures
Various videos on topics we've taught classes on including Darren Hardy Insane Productivity Course
PROCESSOR CHECKLIST
Standard Procedures and Required Documents for all files.