TRAINING TOOLS

The Planet Home Lending Training Tools offer comprehensive presentations to keep our Funding Sellers informed and knowledgeable by providing accessible reference materials and relevant training’s.
As new programs or any changes are launched, we will update our online tutorials that will provide immediate information to help you. To begin, click below to view our training presentations.

CORE Portal Demo Video

Don’t need to watch the full training? Here is a timeline to skip to the info you need:

    Introduction - 0:07
Portal High Level Overview - 0:37
Announcements - 3:32
Forms & Resources - 4:32
Seller Guide - 5:02
Program Matrices - 6:25
Training Tools - 6:56
User Setup (Admin) - 7:50
Password Reset (Admin) - 8:18
Support Button - 8:48
Loan Registration (Best Efforts) - 9:58
Pipeline Tour - 13:12
Loan Delivery (Bulk Mandatory) - 14:55
Best Efforts vs. Bulk Mandatory - 15:39
Data Import for Best Efforts - 16:40
Data Import for Bulk Mandatory - 16:54
Short Application - 17:05
Document Library - 17:50
Loan Submission for Non Delegated Files (Underwriting) - 20:22
Loan Submission for Delegated Files (Purchase) - 29:55
Underwriting Conditions - 22:27
Purchase Conditions - 27:08
Purchase Advice - 28:42
Seller Reports - 29:44
Generate Pricing Scenario - 30:46

CORE Training

CLICK ON THE DOCUMENT ICON TO VIEW AN ANNOUNCEMENT

______________________________________________

CORE Quick Start Reference Sheets

CLICK ON THE DOCUMENT ICON TO VIEW AN ANNOUNCEMENT

______________________________________________

Quick Start #2:

Register a Loan

Quick Start #3:

Lock a Registered Loan

Quick Start #5:

Change Existing Lock

Quick Start #6:

Submitting Loans for Prior Approval or as Closed Loan

Quick Start #7:

Upload Additional Documents

Quick Start #10:

Review/ Upload Conditions

Quick Start #11:

AUS/ 3.2 File Update

Quick Start #12:

The Import History

Quick Start #13:

Upload a Closing Package

Quick Start #18:

Generate Pricing Scenario (GPS)

Quick Start #19:

Browser Settings to Allow Popups for CORE Seller Portal

Quick Start #20:

Request Exception Pricing

Renovation Training Resources

CLICK ON THE DOCUMENT ICON TO VIEW AN ANNOUNCEMENT

______________________________________________

MBA
Equal Op
US