P3 Delegated Resources
Are you a Delegated client looking for a more interactive training experience? Click here to register for our instructor led training.
Process Guide
06.22.23
A step-by step guide for registering Delegated Loans.
03.08.23
A step-by step guide for pricing Best Efforts Delegated Loans.
06.22.23
A step-by step guide for identifying Mandatroy Loans.
06.27.23
A step-by step guide for submitting Pending Condition documents.
06.25.20
A step-by step guide to processing a Complete Loan Package.
04.14.22
A step-by step guide to remidiate an Unacceptable File Delivery.
Role Based Resources
08.23.22
A hub of links to training support material that will provide assistance with performing key P3 functionalities specific to user role.
Simulations
Training Modules
06.27.23
Learn how to register a Delegated Loan.
06.27.23
Learn how to price a Delegated Loan.
06.22.23
Understand how to complete a loan package after you have registered a loan.
06.27.23
Understand why a complete loan package is unacceptable and re-submission.
06.22.23
Learn how to submit condition documentation to a loan.
06.27.23
Learn the procedure to pull reports.
06.27.23
Understand how to review Purchase Advice.
Videos
Uploading Documents and Conditions.
Delivery of Closed Loan.