Navigating the Loan Mega-Menu Restructure

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: