P3 General Resources

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Frequently Asked Questions

06.26.23

Frequently Asked Questions

This page provides help with the most common questions about P3.

Process Guide

04.14.22

Delegated and Non-Delegated Document Guide - Unacceptable File Delivery

A step-by step guide to remediate an Unacceptable File Delivery.

06.21.22

P3 Password Security & Login Guide

A guide to help log into P3 and change your password.

04.26.24

Admin Job Aid

A guide that walks you through the functions available for the Admin Role in P3.

06.22.23

Exporting Purchase Advice

A guide to help you export single and batch purchase advices.

08.05.20

Accessing Seller Documents

A guide to help you access your seller documents.

09.29.20

Review Legacy Loan Data

This Job Aid walks you through how to access historical loan data, called legacy loan data in P3.

09.29.20

Reviewing Legacy Pipeline Reports

This Job Aid will help you navigate and export the Legacy Pipeline Reports.

09.29.20

Upload Legacy Post Purchase Condition

This Job Aid walks you through how to upload documents to clear legacy post purchase conditions, from the old portal, which are now located in P3.

Role Based Resources

08.23.22

Delegated Role Based Resources

A hub of links to training support material that will provide assistance with performing key P3 functionalities specific to user role.

08.23.22

Non Delegated Role Based Resources

A hub of links to training support material that will provide assistance with performing key P3 functionalities specific to user role.

Training Modules

06.22.23

Introduction to P3

A brief introduction to P3 including an overview of transition topics, navigation, and functionality.

06.26.23

Logging into P3

Learn how to log into P3 and change your password.

05.12.22

Admin Functions

Learn how to configure a new user, disable a user, and turn on email notifications in P3.

06.22.23

Complete Post Funding Actions

Learn how to complete a single post funding request, a bulk post funding request, and how to add addtional information.