b.o.l.t. training€¦ · 08-08-2018 · mountain west financial, inc. - b.o.l.t. training -...
TRANSCRIPT
B.O.L.T. TRAINING
Mountain West Financial, Inc. - B.O.L.T. Training -
Lesson 08 - Creating A New Loan
01-JAN-19Lesson 08 - Creating A New Loan
In This Training We Will Discuss
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
• Creating A New Loan
• Three Ways To Create A New Loan
• Retrieve Existing Loan From DO/DU
• Retrieve Existing Loan From LPA
• Import Fannie Mae 3.2 File
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Creating A New Loan
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Click “Create New Loan”.1.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Click “Import Loan File”.2.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
The Import Loan screen will appear.3.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
• Retrieve Existing Loan from DO/DU
• Preferred when DO/DU was ran prior to the loan existing in B.O.L.T.
• Retrieve Existing Loan from LPA
• Preferred when LPA was ran prior to the loan existing in B.O.L.T.
• Import Fannie Mae 3.2 File
• Preferred when DO/DU will be ran within B.O.L.T.
• Preferred when LP will be ran within B.O.L.T.
Three Ways To Create A New Loan
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Retrieve Existing Loan from DO/DU
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Click “Retrieve existing loan from DO/DU”.1.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Enter Casefile ID.2.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Enter DO/DU User ID.3.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Enter DO/DU Password.4.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Checkmark “Get credit report from casefile (if any)”.5.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Checkmark “I understand that applicants’ Social Security Numbers may be stored and potentially visible to other users.”.
6.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Click “Import”.7.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Retrieve Existing Loan from LPA
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Click “Retrieve existing loan from LPA”.1.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Enter LPA Loan ID.2.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Checkmark “Import Credit Report”.5.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Checkmark “I understand that applicants’ Social Security Numbers may be stored and potentially visible to other users.”.
6.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Click “Import”.7.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Import Fannie Mae 3.2 File
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Click “Import Fannie Mae file”.1.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Click “Choose File”.2.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Find and select the Fannie Mae 3.2 File from your computer.3.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Click “Open”.4.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Checkmark “I understand the applicants’ Social Security Numbers may be stored and potentially visible to other users.”.
5.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan
Click “Import”.6.
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 08 - Creating A New Loan