Welcome to the Retail Website!
Staff Work Flows
MORTGAGE BOT BASIC SUPPORT:
How to request a MBOT PW Reset
Importing and Registering a loan in MBOT
Understanding MBOT Navigation Panel and URLA Entry-review
How to price a loan without locking
How to setup Construction Loans in MBOT
MORTGAGE BOT SERVICES SUPPORT / OTHER VENDOR HELP:
How to order Credit and Run AUS
How to Setup MBOT for Split MI
How to Setup UFMIP on Conventional Single Pay Premium
Ordering a Mortgage Only Credit Report for IRRRL
DISCLOSURE PROCESS & COMPLIANCE POLICIES:
How to Upload Prequal Letter and Process
How to Remove TBD From the Property Address in MBOT
Loan Officer Disclosure Procedure
ATR QM Training - LO - Processing
ATR QM Training - LO - Processing - Part 2
How to set up MBOT for buydowns
Setting up a Purchase Money Second in MBOT
Setting up a First Mortgage with a Purchase Money 2nd in MBOT
INFORMATION AFTER DISCLOSUE FOR PROCESSING / UNDERWRITING:
Next Steps After Disclosures have been sent out
How to view the conditional approval
Understanding the Loan Status - Retail
Tips for Smooth and Fast Closings
How to Setup FHLB Grant Funds in MBOT - Conv and USDA
How to Setup FHLB Grant Funds in MBOT - FHA
INFORMATION ON CREDIT REPORTING
Understanding Credit - Announcement
Partners Credit Trainings
Important Emails
Computer /Scanner / Office 365 / Phone Issues
ITHelpDesk@flanaganstatebank.com
MBOT / Doc Magic / Simple Nexus / Other Vendor Issues
Lock Desk/Secondary Questions
lockdesk@flanaganstatebank.com
Compliance Condition Questions
complianceconditions@flanaganstatebank.com
Underwriting Questions
underwriting@flanaganstatebank.com
Closing Department
closings@flanaganstatebank.com
Denials
Rush requests
rushclose@flanaganstatebank.com
Wet-signed Disclosures & Product Changes
disclosures@flanaganstatebank.com
FHLB Grant and IBTS Ordering