Portal Support

Video Library

Video Guides

Step 1 - Logging into the Broker Portal

Step 2 - Creating a New Loan

Step 2.1 - Reviewing Status and Agents

Step 3 - How to Reissue Credit

Step 5 - How to Register a Loan

Step 6 - How to Run AUS

Step 7 - How to Disclose a Loan

Step 8 - Uploading Documents to a Condition

Step 8.1 - Uploading Documents to E-Docs

Step 9 - Requesting a Change of Circumstance (COC)

Step 10 - Requesting Initial Closing Disclosures

Pricing Loans

Step 4.1 - Pricing 1099

Step 4.2 - Pricing a DSCR Loan

Step 4.3 - Pricing Asset Utilization

Step 4.4 - Pricing DPA CalHFA Conventional

Step 4.5 - Pricing DSCR Closed End Second

Step 4.6 - Pricing DSCR Cross Collateral

Step 4.7 - Pricing DSCR FN

Step 4.8 - Pricing DSCR MF

Step 4.9 - Pricing DSCR PPP

Step 4.10 - Pricing FHA

Step 4.11 - Pricing ITIN

Step 4.12 - Pricing P&L

Step 4.13 - Pricing VA

Contact Us

250 East Baker Street Suite 200
Costa Mesa, CA 92626

Portal Support: [email protected]

Broker TPO Portal Guide