Navigating the Loan Mega-Menu Restructure

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The Loan Mega Menu has been restructured to benefit the user by removing unused menu items, appropriately re-categorizing existing items and displaying/hiding items based on privilege. Prior to this change the user may recall having visibility to the following categories:

  • Loan Application, Loan Information, Products & Pricing, Fulfillment, Services, and Secondary Information

Old View

The following items have been removed as a result of being obsolete or further development:

  • Document Library, Disclosures, Loan Delivery, Title & Escrow, Veritax, Credit, ComplianceEase, DataVerify, LQA, Early Check, and Pooling

The following items have been renamed:

  • Product Dashboard = Broker Loan
  • Closing Cost Details = Closing Cost

The menu has now been simplified to 5, easy to navigate, categories:

  • Application, Pricing & Fees, Actions, Processing, and Tools

New View

The following items must be given as privileges as these are outside of the normal LO/Concierge privilege views:

  • Compliance Check, DRIVE Report, 4506-T, Stips & Conditions, ULDD, and Integration Services

 

Options such as FHA Center, VA Center, and USDA Center are considered dynamic and will become available when the corresponding Loan Type is selected.

Net Tangible Benefits will continue to appear on a case basis by State based ruling.

The reorganized LOAN menu breakdown can be seen below:

 

APPLICATION

PRICING & FEES

ACTIONS

PROCESSING

TOOLS

Personal

Shop for Rates

AUS

Appraisal Center

Loan Participants

Property

Closing Costs

SecureLink

Net Tangible Benefit

Loan Assignments

Assets

Locking and Adjustments

Borrower’s Needs List

Compliance Check

FNM 3.2 File

Demographics

Amortization Schedule

DocVault

DRIVE Report

Duplicate Loan

Credit

Broker Loan

PreApproval Letter

4506-T

Audit Log

Declarations

 

Adverse Loan

Stips & Conditions

ULDD

Income

 

 

 

Integration Services

FHA Center OR VA Center OR USDA Center

 

 

 

 

Loan Details

 

 

 

 

 

 

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