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 Training

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CORE Training with Purchase Process Presentation (COMING SOON)

 

Locking Loans Through CORE (COMING SOON)

 

CORE Quick Start Reference Sheets

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Quick Start #1:

Preferred Internet Browsers for CORE Seller Portal

Quick Start #2:

Register a Loan

Quick Start #3:

Lock a Registered Loan

Quick Start #4:

Review Current Lock Information

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 #8:

The Document Library

Quick Start #9:

Lock an Existing Loan

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 #14:

Seller Guide Search Functionality

Quick Start #15:

Approving the Purchase Advice

Quick Start #16:

Adding The CORE Seller Portal as a Trusted Website

Quick Start #17:

Review Current Lock Adjustments

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

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203(k) Streamlined Product Offering Presentation

203(k) Full Consultant Product Offering Presentation

HomeStyle Renovation Product Offering Presentation

Additional Training Resources

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CORE Seller Portal Updates (January 2020)

Comergence Application Process Presentation

FHA Manual Underwriting Presentation

FHA Streamline Product Offering Presentation

FHA 203(h) Presidentially Declared Major Disaster Area (March 2020)

FNMA HomeReady Delivering Loans to Planet (March 2020)

HUD REO Purchasing (March 2020)

Inter Vivos Trust Presentation

Multiple Financed Properties

Planet Home Lending Quick Reference Operations Presentation

Power Of Attorney (POA) Requirements Presentation

COMING SOON-Prime Jumbo Program

Red Flag Training Presentation

USDA Product Offering Presentation

COMING SOON-VA and VA IRRRL Product Offering Presentation

 
MBA
Equal Op
US