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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Training Webinars

SOAR – Non-Delegated Webinar
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SOAR – Delegated Webinar
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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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