User Settings Setup 10

• User Settings
• Updating Your Personal Info
• Entering Individual State Licenses
• Entering Your Personal Credit & AUS Credentials
• Integrate with the UWM Portal

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Company & System Setup (Admins) 28

• Company Settings
• Updating Your Organization Info
• Customizing Your LOS, POS, & Realtor Portal Login URLs
• Entering Company State Licenses
• Add Lenders

See all 28 articles

Application Data 4

• Add Earnest Money Deposit
• Add Purchase Credits
• Add Seller Credit
• DTI Troubleshooting Guide

AUS 5

• AUS Troubleshooting Guide
• Credential Get Inst Name Error
• Fannie Mae Credentials Error: User Not Authenticated
• Loan Amount Exceeds the FHA Maximum Loan Calculation
• VA Co-Borrowers Are Not Married

Billing 1

• Payment Errors

Borrower Portal (POS) 4

• Which Loan Officer Receives a Loan from the POS?
• Invite Borrowers to the POS
• Test the Borrower Experience
• Avoid Triggering of TRID Disclosures Prior to Selection of a Property

Client Needs, Documents, & Forms 10

• Customize the Pre-Approval Letter
• Submit Documents to Lenders
• Generate Documents & Forms
• Generate a Pre-Approval Letter
• Generate the 1003 Application

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Closing Costs 3

• How do I fix "SmartFees connection is not available at this time"?
• Qualified Mortgage (QM) Test
• SmartFees Login

Contacts & Leads 2

• Import Contacts and Leads
• Import Business Contacts

Credit 4

• Order Credit Report
• Reissue Credit Report
• Split or Merge Borrower 1003s & Credit Reports
• UWM-Credco Credentials

Email & SMS Text 4

• Email Error - Invalid Grant
• Email Tracking
• SMS Tracking
• Email, Phone, & Text Buttons

eSign 3

• Create eSign Client Need
• eSign Certificate
• E-Signing Configuration

Lender Registration 2

• What is Loan Registration?
• Loan Registration Troubleshooting Guide

Loan Origination System (LOS) 8

• Assign Contract Processors to a Loan
• Bulk Import MISMO 3.4 Files
• Change Loan Status
• Create a New Loan File
• Import 3.2 & 3.4 Files

See all 8 articles

Login & Multi-Factor Authentication 13

• Set Your Password
• Set Up Your MFA
• Reset Multi-factor Authentication (MFA) Method
• Change Login Email Address
• Login Troubleshooting

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Non-Delegated 2

• Change the Industry Channel of a Loan
• Non-Del - Funding & Revenue

Products & Pricing Engine (PPE) 7

• Integrated Lenders
• Price a Loan
• Set Rate Alerts
• Change Points (Lender Credit or Discount) with Manual Lender Products
• Compare Different Loan Scenarios

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Realtor Portal 3

• Create Real Estate Agent/Realtor Co-Branded Application Link
• Invite Real Estate Agents/Realtors to Realtor Portal
• Using the Realtor Portal

Reports 2

• Generate Call Reports (MCR)
• Generate Pipeline Reports

User Settings 2

• Add Contract Processors to My Teams
• Setting a Team to Automatically Assign Processors and LOAs