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.

• Reference 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

Appraisal Management - Mercury (5 Minutes)

Change of Circumstance Request (1 Minute)

Closing Disclosure Request and Preview (3 Minutes)

Closing Document Request (1 Minute)

Conditions Upload (2 Minutes)

Lock Extensions (1 Minute)

Quick Pricer (3 Minutes)