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Manage Loan Data Training

Training resources to help you manage your loan data in Loan Selling Advisor®.

Assess/Evaluate Loans Tutorial

Learn more about the process to assess/evaluate loans in Loan Selling Advisor®, including assessment options, viewing results, and clearing critical errors.

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Featured Learning

Loan Pipeline: Action/Function Buttons

This eight-minute video demonstrates how to use the Loan Pipeline action/function buttons (e.g., View/Modify, Evaluate, etc.) to efficiently perform tasks on allocated and unallocated loans, across multiple contracts.

Create and Modify Loans Tutorial

Reviews the process for creating loans (manually and by importing) in Loan Selling Advisor®.

Assess/Evaluate Loans Tutorial

Covers the process to assess/evaluate loans in Loan Selling Advisor®, including assessment options, viewing results and clearing critical errors.

How to Use the Loan Pipeline Tutorial

This tutorial provides information on how to use the Loan Pipeline to search for and manage loans. You'll also learn how to use search filters, create custom result views and how to access certain loan functions.

Get Ready for ULDD Phase 4a

Understand the dataset changes for ULDD Phase 4a. You’ll learn about the new and updated data fields that will be mandated on 5/22/23 for applications received on or after 1/1/23.

Allocating and Pricing Loans Tutorial

Provides information on how to use the Contract Pipeline to search for and manage Contracts. You'll also learn how to use search filters and create custom result views.

Loan Delivery Updates for ULDD

This online help topic is designed to assist you with loan delivery requirement updates for the Uniform Loan Delivery Dataset (ULDD).

Delivery Requirements for Construction Conversion and Renovation Mortgages

This job aid provides loan delivery instructions and examples for Construction Conversion and Renovation Mortgages delivered through Loan Selling Advisor.

Educational Resources

Reference Tools

Tutorials

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