P3 Non-Delegated Resources

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Process Guide

05.12.22

Non-Delegated Loan Process Guide - Register a Loan

A step-by step guide for registering Non-Delegated Loans

06.22.22

Non-Delegated Loan Process Guide - Pricing a Loan

A step-by step guide for pricing Non-Delegated Loans

06.25.20

Non-Delegated Loan Process Guide - Upload Eligibility Package

A step-by step guide for uploading a Non-Delegated Eligibility Package

04.14.22

Non-Delegated Loan Process Guide - Unacceptable Eligibility

A step-by step guide to remidiate an Unacceptable Eligibility Delivery

06.25.20

Non-Delegated Loan Process Guide - Confirmation of Eligibility

A step-by step guide to retrieve a loans Confirmation of Eligibility PDF

06.11.21

Non-Delegated Loan Processing Guide - Submit Pending Eligibility Condition Documents

A step-by step guide for submitting Pending Eligibility Condition documents

04.15.22

Non-Delegated Loan Processing Guide - Submit Pending Condition Documents

A step-by step guide for submitting Pending Condition documents

06.25.20

Delegated and Non-Delegated Guide - Complete Loan Package

A step-by step guide to processing a Complete Loan Package

02.12.21

Delegated and Non-Delegated Guide - Unacceptable File Delivery

A step-by step guide to remidiate an Unacceptable File Delivery

Role Based Resources

03.15.22

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.

03.15.22

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.

Simulations

Training Modules

05.12.22

Register Non-Delegated loan

Learn how to register a Non-Delegated Loan

07.20.20

Pricing a Non-Delegated loan

Learn how to price a Non-Delegated Loan

07.20.20

Upload Eligibility Package

Learn how to submit documentation for an eligibility review

04.14.21

Unacceptable Eligibility Delivery

Learn why an eligibility file is unacceptable and corrective actions

07.20.20

Review Loan Pipeline

Learn how to review your Loan Pipeline

09.21.21

Submit Pending Eligibility Condition Documents

Learn how to submit eligibility condition documentation to a loan

09.21.21

Confirmation of Eligibility

Learn how to check your eligibility approval

07.20.20

Complete Loan Package

Understand how to complete a loan package after the Eligibility Review is done

08.13.21

Unacceptable File Delivery

Understand why a complete loan package is unacceptable and re-submission

07.20.20

Submit Pending Condition Documents

Learn how to submit condition documentation to a loan

09.29.20

Review Purchase Advice

Understand how to review Purchase Advice

07.20.20

Pull Reports

Learn the procedure to pull reports

05.12.22

Contact Assignment

Learn to assign or reassign LOs/LPs to existing loans in your pipeline

Videos