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) - 20:55
Underwriting Conditions - 22:27
Purchase Conditions - 27:08
Purchase Advice - 28:42
Seller Reports - 29:44
Generate Pricing Scenario - 30:46