Loan Prospector.com New Merged Credit Options

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1 Loan Prospector.com New Merged Credit Options Page 1 Hello and welcome to the recorded web session on the new merged credit options specific to Loan Prospector.com users (direct entry and import). My name is and I will be your facilitator for this session. 1

2 Tools & Tips for a Recorded Session Page 2 First: If you have not already done so, we recommend that you close all other applications on your desktop, such as your , so pop ups will not occur during the session Second: You will see that there are specific monitor resolution settings and we recommend that you maximize your screen For technical issues and/or questions, please jot down the Centra Support phone number If at anytime during the session you want to adjust the volume, pause, fast forward or go back to the beginning of the session, simply click on the applicable button at the top of your screen. 2

3 Objective In this session you will Become familiar with the new merged credit report options available in LoanProspector.com Gain a better understanding of how to utilize the new options Page 3 Read Slide 3

4 Agenda Overview of the new options Getting started How to utilize the new options Resources Page 4 This session will provide an overview of the New Merged Credit Options. We will go over procedures for Getting Started, if you are not presently utilizing the merged credit service and we ll look at various data entry requirements in How To Utilize The Merged Credit Options. And last but not least, we will wrap up with Resources that are available to you for your questions and for further information. 4

5 New Merged Credit Options Through Loan Prospector.com order a merged credit report from your participating credit reporting company (CRC) or affiliate before submitting loan for an AUS assessment Loan Prospector can also provide an AUS assessment utilizing a previously ordered merged credit report by using the Reference Number from a participating CRC or affiliate Page 5 Before submitting the loan for an AUS assessment, you can nowordera merged credit report through LP from a participating CRC or their affiliate, and view the borrowers credit history. This enhancement is limited to a single borrower or a married couple. LP now has the capability to access the merged credit report that you previously ordered; so for example, todayif your loan origination system enables you to autopopulate the debts onto the mortgage loan application from a merged credit report, LP can now access that report by utilizing the provided reference number from a participating CRC or affiliate and the same infile data that was used to create the merged credit will be used for the LP assessment. This process will ensure data integrity by using the same credit data for review and assessment. 5

6 Merged CreditOptions Reminder When requesting a Loan Prospector AUS assessment, the original service is still offered providing the infile credit reports from the national credit repositories as an alternative to the merged credit report. Page 6 As an option to obtaining merged credit reports, LP still automatically provides the infile credit reports from the national credit repositories accessed as part of the standard feedback response. 6

7 Getting Started First establish an agreement with a participating CRC or their affiliates Freddie Mac provides a current list of CRC and their affiliates at: Second you ll need the most recent version of your loan origination system (LOS) that includes the new Reference Number field, if you import your data Page 7 If you are not currently utilizing the merged credit service, before ordering a merged credit report through LP, you must First establish an agreement with a participating CRC or their affiliates: Freddie Mac provides a current list of CRC and their affiliates at the website listed. We also highly recommend that you establish a relationship with at least 2 CRCs or affiliates And Second in order to use the new options, for those of you that import your data into LP.com you ll need to make sure the most recent version of your loan origination system (LOS) includes the new Reference Number field. 7

8 Service Fees The Loan Prospector assessment fee will be reduced to $15 on all loan types when using the new merged credit options Some CRCs charge $1 fee when the Reference Number is used and the identifying Borrower information has not changed For a list of CRC merged credit fees go to: Page 8 Read first bullet When the infile credit reports from the national credit repositories are used for the Loan Prospector assessment in lieu of the merged credit report data, the assessment fee is still $20. Read second bullet The identifying borrower information is the borrower s name, current address, SS#. & previous address (if appl.) The charges for the merged credit reports and LP assessments will continue to appear as separate line items on your LP invoice. 8

9 How Does It Work Obtaining Merged Credit Before An AUS Assessment Page 9 By accessing the Loan Prospector Main page you now have the ability to choose Request Services right up front, and that will take youdirectly to the merged credit service options OR For you experienced LP users, you may still access the Request Services page by choosing Enter Loan Application, and then clicking on Request Services (in the left navigation bar) on any data entry page 9

10 How Does It Work Obtaining Merged Credit Before An AUS Assessment Page 10 To view the borrowers credit history before submitting their loan for an assessment, There are just a couple of steps to order, and obtain a merged credit report from a participating CRC or their affiliate: First Select Merged Credit 10

11 How Does It Work Obtaining Merged Credit Before An AUS Assessment Page 11 (CONTINUE) (and as you see 2 additional boxes will appear) The first box Select the CRC you want to provide the merged credit report (the credit reporting company of your choice, the one that you have established an agreement for service through LP.com) The second box can be ignored for now; we ll go over that box in our next procedure Now go down to Automated Underwriting and uncheck the box. And now click on Next (shown above) 11

12 How Does It Work Obtaining Merged Credit Before An AUS Assessment Page 12 Second After clicking Next, LP will provide the Borrower Merged Credit Information screens. For each borrower complete the borrower s information. When you have finished entering the borrower s information, click submit 12

13 How Does It Work Obtaining Merged Credit Before An AUS Assessment Page 13 (CONTINUE) The Request Services page will appear again, this time with the borrower(s) name at the bottom. Now you select either single merged, for an individual borrower or joint merged with the applicable borrowers when you have a married couple. And Third Click submit After clicking submit, LP will provide you with your single merged or joint merged, credit report in just minutes 13

14 How Does It Work Obtaining Merged Credit Before An AUS Assessment Page 14 Here s your Merged Credit Report Notice the top of the report: Identifiers have been added such as LP AUS Key#, LP ID#, the AUS Transaction# and the Transaction ID#. Also a message is provided reminding the user to retain the Reference Number for future use. Note that each CRC has their own terminology for the Reference Number, and it can be placed in different locations in the credit report. Locate either the Reference Number, Order Number, or File Number, for use in the LP Reference Number field. (Use Centra tool to highlight order number shown above as an example) 14

15 How Does It Work Obtaining Merged Credit Before An AUS Assessment Page 15 Now lets take a look at the next procedure But before we do that, I want to remind you that the first procedure we just learned was: How to obtain a merged credit report before the LP assessment. The next procedure is how to get a copy of that same merged report! AND YOU ASK Why would I need another copy, good question! May I give you an example the mortgage loan has not been assessed by LP yet, for some reason everything stopped after reviewing the borrowers credit history. The original merged credit report you obtained through LP from the CRC was given to the borrowers and now you need another copy for your loan file. Here s how you d obtain one! The first steps are the same as the first procedure: Select merged credit and the applicable CRC Make sure Automated Underwriting is uncheck and for A Best Practice- Click Next to double check for changes in the borrower(s) information. Changes in the borrower s information may result in a new credit pull. Click Next to go back to the Request Services page. The Reference Number field will automatically be populated from your original request when merged credit is selected again, OR for a previously ordered report obtained outside of LP, input either the Reference Number, Order Number or File Number, from the credit report. Now you re to- Select either single merged, for an individual borrower or joint merged with the applicable borrowers when you have a married couple. And now you re ready to click Submit. If there s no changes in borrower information LP will provide you with another copy of the borrowers merged credit report from the CRC of your choice 15

16 How Does It Work Obtaining Merged Credit Before An AUS Assessment Page 16 When Submit is selected, and the borrower information has changed from the original request, (for example: a joint merged report, was changed to a single merged report, or the Reference Number is different) a Note will be provided, such as the one shown here (I will use Centra tool to circle and READ the message, font is too small ) You have 2 options: either go back to Request Services page and correct the data, or click Confirm Select, which will prompt LP to proceed with the request, and a new merged credit report will be pulled, with an additional credit report fee being charged. 16

17 How Does It Work Using The Same Merged Credit For An AUS Assessment Page 17 The next new option and procedure we ll go over is, How to use a previously ordered merged credit report, for the Loan Prospector assessment There are 3 Steps: #1- Complete the Loan Application Data from the mortgage loan application, go to the Request Services page #2- Select Reference number under Automated Underwriting (and as you see 2 additional boxes will appear) The first box: The Credit Reporting Company field, will automatically be populated from your previous LP merged credit request, OR For a previously ordered report obtained outside of LP, select the company that provided the report The second box: The Reference Number field, will automatically be populated with the RN from your previous LP merged credit request, OR For a previously ordered report obtained outside of LP, input either the Reference Number, Order Number or File Number, located on the credit report. Remember my earlier note that each CRC has their own terminology for the identifier or Reference Number, and it can be placed in different locations in the credit report.their unique identifier (Reference Number, Order Number or File Number) is to be used for the Reference Number field in LP. And lastly #3- click submit After clicking submit, LP will provide you with a full feedback certificate 17

18 How Does It Work Using The Same Merged Credit For An AUS Assessment Page 18 Here s the feedback certificate, and As an added enhancement, the Reference Number has been added. (I will use Centra tool to show location of Reference Number) 18

19 Using Merged Credit For FHA TOTAL Mortgage Scorecard Page 19 If you originate FHA loans, as of May 1 st you are required to obtain merged credit reports through LP when you use LP to access the FHA TOTAL Mortgage Scorecard. The new Merged Credit Report Options are also available for FHA loans. All borrowerrequirements we ve gone over apply to FHA loans submitted to LP.com, direct entry or imported. For the initial FHA TOTAL Mortgage Scorecard submission you re to select Merged Credit and the CRC you want to provide the merged credit report (the credit reporting company of your choice, the one that you have established an agreement for service through LP.com). The next steps are the same as the previous procedures under obtaining merged credit: enter and/or confirm the borrower information, and then select the report type Single merged or Joint merged. For resubmissions, Merged Credit is to be unselected; the CRC & reference number fields will not be visible, however, the data will be retained in the system. Automated Underwriting will already be selected and reference number field under automated underwriting will be unselected, because the Reference Number field located under Automated Underwriting does not apply to FHA 19

20 Using Merged Credit For FHA TOTAL Mortgage Scorecard Page 20 When you ve selected submit to Loan Prospector for FHA TOTAL Mortgage Scorecard access, the Confirm Submission page will be provided to confirm or validate the service you ve requested Automated Underwriting Merged Credit Report are the services always required for FHA assessments. Now you re ready to select Confirm Submit for access to FHA TOTAL Mortgage Scorecard After clicking confirm submit, LP will provide the FHA TOTAL Mortgage Scoredcard full feedback certificate in just minutes. 20

21 Using Merged Credit For FHA TOTAL Mortgage Scorecard Page 21 The Merged Credit Reference Number will also be provided on the feedback certificate in the Credit Information section for your future use. 21

22 Using Merged Credit For FHA TOTAL Mortgage Scorecard Page 22 A message will be provided when Submit is selected, and the Reference Number field under Automated Underwriting has been completed (I will use Centra tool to circle and READ the message, font is too small ) When this occurs go back to Request Services page, unselect Reference Number located under Automated Underwriting and select Merged Credit located under Order Merged Credit The Reference Number field will automatically be populated from your original request when merged credit is selected again, OR for a previously ordered report obtained outside of LP, input either the Reference Number, Order Number or File Number, located on the credit report. 22

23 Key Take Aways You can view the borrowers credit history before submitting for an assessment; it s limited to a single borrower, or a married couple Previously ordered merged credit from a CRC can be used for the LP assessment, by providing LP with the Reference Number The per-loan assessment fee is reduced to $15 when using merged credit for the AUS assessment through LoanProspector.com Page 23 (I ll recap points above) 23

24 Resources FREDDIE ( ) for Seller/Services LPONWEB ( ) for Brokers Account Manager - Customer Relations Representative FHA TOTAL Mortgage Scorecard information: Page 24 Here are some resources available for your assistance and/or further questions Our websites LP.com & FM.com/learn, will provide quick references and the latest information on all of our services And for a one-stop source of information about FHA TOTAL Mortgage Scorecard go to this website 24

25 THANK YOU For choosing and listening to the Loan Prospector.com New Merged Credit Options Recorded Webcast Page 25 I would like to Thank you for choosing and listening to the Loan Prospector.com New Merged Credit Options Recorded Webcast A Session Evaluation form will be provided next; if you would please, take a few minutes to complete it. FM utilizes your comments and suggestions to see where we can meet your needs in improving our products and services 25

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