Job Aids

Submission Cover Sheet

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Mortgagee Clause and Subordination Address and Fees

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Customer Service Phone and Address

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Lock Policy

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VA Sponsorship Request Form

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Holdback Agreement

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Condo Assessment Questionnaire

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Condominium Project Questionnaire Full Form

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E2 Lending ParticipationLine FundingRequest Form

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Day 1 Certainty Request Process QRG

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NY CMEA

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Process Flow Documents

Open Close Origination Instructions

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TPO/Broker Process flow for E2 Lending

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Non-Delegated Process Flow for Clients who Generate Disclosures and Docs from E2 Lending’s System

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

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Delegated Process Flow (Best Efforts) for E2 Lending

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Delegated Process Flow (Best Efforts) for E2 Lending Participation Lines

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Delegated Process Flow (Mandatory) for E2 Lending

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Change of CIrcumstance Non-Delegated

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Change of Circumstance Wholesale

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Participation Line Funding Procedures for Non-FSB Loans

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Participation Line Funding Procedures For FSB Loans

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Setup Procedures for HELOC

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E2 Video Library

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Day 1 Certainty Request Process

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

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Setting Up User Credit Profiles in OpenClose

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

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Navigating in OpenClose

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Creating or Uploading New Loans to OpenClose

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

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Employment and Other Employment Tabs in Open Close

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Housing Expense, Assets, & Liabilities Tabs in Open Close

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Details, Declarations, & Agreements Tabs in Open Close

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

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Adding a Non-Borrower to Title Only in OpenClose

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How to Price and Register as a Float or Lock

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How to Enter Fees, Escrows, and Prepaids

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SmartFees

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Completing Anti-Steering Form in OC

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Generating Disclosures, e-Sign

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e-Disclosure and e-Sign Process in OC

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Ordering Credit & Merging Liabilities

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Running AUS for FNMA DU in OpenClose

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Running AUS for FHLMC LPA in OpenClose

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TPO Clients Who Run DU or LPA Outside of OpenClose

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Searching and Adding File Contacts in OpenClose

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How to Order an MI Quote in OpenClose

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Submitting for Initial Underwriting in OpenClose

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Submitting an FHA Streamline Refi for Initial UW in OC

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Submitting a VA IRRRL for Initial UW in OC

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Status Updates in OpenClose

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Ordering an Appraisal in OpenClose

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Submitting Conditions and Submitting for a Clear to Close

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Creating an FSB 2nd Linked HELOC in OpenClose

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Submit for Initial Closing Disclosure ICD in OC

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Submitting a Closing Request for Docs in OC

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Sending a Secure DocLink Request in OC

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