BrokerIQ Training

Whether you are a new broker, loan officer, or processor, these training resources will be your key to more loans in today’s market.

• Quick Start Guide
• Reference Guide
• Auto Lock Extension Guide
• Broker Welcome Guide

BrokerIQ Video Tutorials

Pre Registration

Step 1: Validate 1003 (2 Minutes)

Step 2: Initial Pricing (2 Minutes)

Step 3: Register Loan (2 Minutes)

Post Registration

Step 1: Credit AUS (5 Minutes)

Step 2: Price Lock Loan (3 Minutes)

Step 2: Confirm Lock (1 Minute)

Step 3: Online Submission Form (1 Minute)

Step 4: Package Upload (1 Minute)

Step 5: Review and Finalize (1 Minute)

Additional Functions

Order Mercury Appraisal (5 Minutes)

Quick Pricer (3 Minutes)

Upload Conditions (2 Minutes)

Submit Requests (2 Minutes)

Lock Extensions (1 Minute)

Closing Disclosure (3 Minutes)