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
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
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CORE Quick Start Reference Sheets
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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
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