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 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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Additional Training Resources

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COMING SOON-VA and VA IRRRL Product Offering Presentation

 
MBA
Equal Op
US