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Manage Loan Data Training

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

Evaluate/Assess Loans

Learn more about the process to evaluate/assess 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.

ULDD Data Delivery Tips

This reference tool provides guidance on how to deliver the Uniform Loan Delivery Dataset (ULDD) in Loan Selling Advisor to ensure accurate data and avoid data delivery errors.

Get Ready for ULDD Phase 4apdf

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.

Uniform Loan Delivery Dataset Standards in Loan Selling Advisor

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 Mortgagespdf

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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