MAMopoly

Systems

Overview

Exporting Application

How to Add a Team Member to Your Loans

Needs List

Asset Refresh

Viewing Credit

Inquiry/Address LOE

Analyzing Credit Rescore

Lien/Judgement Report

How to Handle Fraud Alerts

How to Order a Repository Credit Rescore

Overview

Homebot 101

Frequently Asked Questions

Basics/Adding New Contacts

Reports

Reffinity

Additional Resources

Mortgage Machine

Navigating Screens

Creating a New Loan/Loan Look up

Importing Application

Useful Forms/Corporate Support Contacts

Guideline Tools

Warnings/Errors

Pricing

Fees

Escrows Purchase

Escrows Refinance

Setting Up ARMS

Setting Up Investment Properties

Setting up an FHA Loan

Pulling Credit

How to Order a Repository Credit Rescore

Running DU

Running LP

Lock Desk

Locking Loans

Pricing out MI

Ordering Title

How to Order an Appraisal

Regora Overview

Rebuttals/Collateral Underwriter

How to Order a VA Appraisal

FHA Appraisal Logging

Initial/COC Rate Redisclose

E-closing

E-sign Room

CD Process

Taking App

New Agent Call

Common Objections

Additional Resources

New Lead – Basic Script

Taking The perfect 1003

Additional Scripting

Common Objections

Setting Future Appointments

Online Option

Overview

TBD Call – Basic Script

Pre-Qualifying

Basics of Income

Complex Income

Self Employed Borrowers

Loan Beam Examples

Additional Resources

Liquid Assets

Complex Assets

Evaluating Assets

Additional Resources

Evaluating Credit, Capacity, Capital & Collateral

How to Handle Fraud Alerts

How to Order a Repository Credit Rescore

Additional Resources

Processing

New File Submission

Minimum Requirements for Submission to Processing

File Flow

Purchase Qualification and Submission Checklist

Refinance Qualification and Submission Checklist

Standard Way to Process a File

Sharepoint Labeling – Example

Processor Checklist

QM Worksheets

How to Install Xdocs Printer

Uploading to Xdocs

Processing Expectations

Support Emails

What to Expect From Setup

Ordering Title

How and When to Pull Early Check

How and When to pull LQI

How to Pull a Drive Report

How to Read a Drive Report

How to Pull a Flood Cert

Transferring and Cancelling FHA Case #’s

Additional Resources

Closing

CD Checklist

Orderind CD and Submitting to Closing

LE and CD FAQ’s

Turn Times/Closing Disclosure Delivery Chart

Closing Tips

Additional Resources

Underwriting

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Forms

Accounts Pyramid

Greatness Tracker

Greatness Tracker How To

Lead Tracker

Lead Tracker How To

P&L

P&L How To

Personal Budget – Blank

Personal Budget – Sample

Personal Budget How To

Weekly Tasks

Calendar Basics/Access

Printing Daily Calendar

Appointment Confirmations

Booking Conference Rooms

Tuesday Status Gram Example

Tuesday Status Update Process

Perfect Weekly Updates

Theme Day Scripts and Tactics

Loan Process Gifting

WOW Customer Service Checklist

(CCR’s) How to Generate Referrals Through Every Step in The Process

Monthly Tasks

Coaching Process/Homework

Database Management Outline

Database Mailers

Letter of The Heart Examples

Evidence of Success Examples

Realtor Drops

Realtor Relations

Cold Calling

Pulling MTA Agent Numbers

Follow Up Plans

Drop Gift Ideas

Marketing

How to Request Marketing Material

What Does Marketing Offer

Marketing Examples

Monthly Marketing Production Credits

Marketing Credit Ideas

Concur & Marketing Credit Process

Table of Contents

Additional Employee Resources

Employee Input Form

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Employee Resource Center

A hub of resources available to all Mid America Mortgage employees

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