Training Resources

Portal Videos

SOAR - Overview
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SOAR - Add a New Loan
(Non - Delegated)
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SOAR - Add a New Loan
(Delegated)
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SOAR - Product Pricing & Lock
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SOAR - Account Management
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SOAR - Uploading Documents (Delegated)
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SOAR - Uploading Documents (Non-Delegated)
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SOAR - Purchase Conditions (Delegated)
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SOAR - Underwriting Conditions (Non-Delegated)
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SOAR - Order/Reissue Credit
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SOAR - Submit for Review (Delegated)
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SOAR - Submit for Review (Non-Delegated)
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SOAR - Running AUS
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SOAR - Viewing Your Pipeline
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SOAR - Lock Extensions
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Portal Videos

BOOST - Overview
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BOOST - Submit a Loan
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BOOST - Disclosure Tracking
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BOOST - Add a New Loan
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BOOST - Product Pricing and Lock
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BOOST - Uploading Submission Documents
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BOOST - Order/Reissue Credit
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BOOST - Uploading Conditions
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BOOST - Request a Change of Circumstance
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BOOST - Running AUS
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BOOST - Account Management
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BOOST - Viewing Your Pipeline
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Training Webinars

SOAR - Non-Delegated Webinar
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SOAR - Delegated Webinar
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BOOST - Training Webinar
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SOAR Training Resources

Delegated SOAR User Guide
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Non-Delegated SOAR User Guide
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SOAR - Personas Job Aid
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SOAR - FAQ
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Non-Delegated Post Submission Job Aid
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Manufactured Housing Job Aid
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BOOST Training Resources

Initial Disclosure/Submission Job Aid
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BOOST: FAQ
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BOOST: Personas Job Aid
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BOOST: User Guide
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Product & Pricing QM Trace Calculator
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Product & Pricing: MI Calculator
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Non-QM Wholesale Pricing Job Aid
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Quick Pricing Tool Job Aid
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LoanNEX Qualifier Job Aid
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