b.o.l.t. training - mwf wholesale · 2018. 8. 19. · mountain west financial, inc. - b.o.l.t....

B.O.L.T. TRAINING

Mountain West Financial, Inc. - B.O.L.T. Training -

Lesson 19 - Submitting A Loan To Underwriting

01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

In This Training We Will Discuss

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

• Submitting A Loan To Underwriting

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

Submitting A Loan To Underwriting

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

Within a loan, click “E-Docs”.1.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

Click “Document Upload”.2.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

The Document Upload page will appear.3.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

Confirm the Confirmation To email is correct.4.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

Enter additional emails, if needed.5.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

Click “New Loan Submission”.6.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

Click “Add Files”.7.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

Find and select all the documents needed for initial submission to Underwriting.8.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

Click “Open”.9.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

Click “Upload Flies”.10.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

A confirmation window will appear.11.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

Click “OK”.12.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

Two confirmation emails will also be sent, one when the documents are initially uploaded through the link, and one when the documents are validated/viewable in the loan.

13.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

The E-Docs page will return.14.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

Click “Submit to Document Check”.15.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

A confirmation window will appear.16.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

Click “OK”

This will submit the loan to Underwriting.

17.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

A confirmation window will appear.18.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

Click “OK”.19.

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting

Expect a disposition from the Underwriter within the posted turn time. If additional items are required to move the submission forward, Mountain West will contact the Broker.

20.

THANK YOU FOR VIEWINGFor further B.O.L.T. Training, please visit https://www.mwfwholesale.com

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 19 - Submitting A Loan To Underwriting