Job Aids - FSB Mortgage

Job Aids

Submission Cover Sheet

Quick Reference Guide

DU Sponsorship

VA Sponsorship Request Form

Lock Policy

FHA Case Number Assignments

Condominium Project Questionnaire Short Form

Condominium Project Questionnaire Full Form

Condo Assessment Questionnaire

Appraisal Transfer Process and Procedure

TBD Conditional Approved QRG

Trust Approval

Non-Delegated Holdback Agreement

FSB Mortgage ParticipationLine FundingRequest Form

HELOC Comparison Calculator

Day 1 Certainty Request Process QRG

Power of Attorney Approval

VA Alive and Well

NY CEMA

Customer Service Phone and Address

Process Flow Documents

Open Close Origination Instructions

TPO/Broker Process flow for FSB Mortgage

Non-Delegated Process Flow for Clients who Generate Disclosures and Docs from FSB Mortgage’s System

Non-Delegated Process Flow for Clients who Generate Their Own LEs, CDs & DOCS

Delegated Process Flow (Best Efforts) for FSB Mortgage

Delegated Process Flow (Best Efforts) for FSB Mortgage Participation Lines

Delegated Process Flow (Mandatory) for FSB Mortgage

Change of Circumstance Non-Delegated

Submit for Initial Closing Disclosure ICD QRG

Participation Line Funding Procedures for Non-FSB Loans

Participation Line Funding Procedures For FSB Loans

Setup Procedures for HELOC

FSB Mortgage Video Library

Day 1 Certainty Request Process

Setting Up New Users, NMLS IDS and Site Preferences in OpenClose

Setting Up User Credit Profiles in OpenClose

First-time Users to OpenClose – Logging In and Initial Steps

Navigating in OpenClose

Creating or Uploading New Loans to OpenClose

Accessing, Types & Terms, Property and Borrower Info Tabs in OpenClose

Employment and Other Employment Tabs in Open Close

Housing Expense, Assets, & Liabilities Tabs in Open Close

Details, Declarations, & Agreements Tabs in Open Close

FNMA, Government Info, FHLMC & Additional Information Tabs in Open Close

Adding a Non-Borrower to Title Only in OpenClose

How to Price and Register as a Float or Lock

How to Enter Fees, Escrows, and Prepaids

SmartFees

Completing Anti-Steering Form in OC

Generating Disclosures, e-Sign

e-Disclosure and e-Sign Process in OC

Ordering Credit & Merging Liabilities

Running AUS for FNMA DU in OpenClose

Running AUS for FHLMC LPA in OpenClose

TPO Clients Who Run DU or LPA Outside of OpenClose

Searching and Adding File Contacts in OpenClose

How to Order an MI Quote in OpenClose

Submitting for Initial Underwriting in OpenClose

Submitting an FHA Streamline Refi for Initial UW in OC

Submitting a VA IRRRL for Initial UW in OC

Status Updates in OpenClose

Change of Circumstance LE – Non-Delegated Process

Ordering an Appraisal in OpenClose

Attaching Conditions and Submitting for a Clear to Close

Creating an FSB 2nd Linked HELOC in OpenClose

Submit for Initial Closing Disclosure ICD in OC

Submitting a Closing Request for Docs in OC

Sending a Secure DocLink Request in OC

Funding Information