Technical and Workflow Training
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eHP Technical Training is now part of Lender On-Boarding. We have many tools available on our Programs and Lender Tools Pages, and a comprehensive set of Lender Portals (eHPortal and eHP Digital Docs) where you will be performing a large part of your workflow. It is imperative that you understand the system features and where you perform the required tasks. |
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is where most of the Origination to Closing work is done, and is geared for Origination, processing, underwriting and closing staff. The training will review: |
- How loans are reserved/locked
- How loans are updated throughout the workflow
- How loans are UW Certified, loans are reserved/locked
- Required Program Closing Forms– Autogenerated to make processing easy for you (eForms)
- How your Loan Timeline can be managed
- Accessing other tools that can help you manage your loan pipeline and reports other helpful features
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is where ALL Compliance Packages, Docs and Cured Deficiencies are Uploaded, fees are paid, and post-closing deliveries are managed. This training is geared for closing, post-closing, shipping and staff that cures file deficiencies. This Training will primarily review: |
- Uploading Compliance Digital Files
- Uploading Cured deficiencies and missing documents
- Managing uploaded files to determine status
- Paying the Compliance Fee via eHPay
- Management tools for Files Pending Payment
- Accounting/Fee Payments Submitted, Unidentified payments
- Managing your file deficiencies/corrections to be made are posted
CLICK HERE for the Delivery -> Closing to Compliance Training