Platinum Home Mortgage Lending Orders Cheat sheet

Site Code: PHMC

Manually change to eClose : No

Receive email and click link to access the docs

Username: esign@mortgagelaw.com

 Password: Polunsky2019!

Looks like the Eagle Encompass interface


Find the name of the borrower in the list and click to access

Next page is the loan detail, CTRL-C the loan number and press the view docs button

While docs are loading go back to ML5 and CTRL-V the number in search in ML5

If loan does not already exist click add and enter the Lender EAHM

Enter the last name and CTRL-V the loan number and then tab, the loan number should be green

Submit

Go back to the now loaded loan docs, and click the floppy disk icon to “save as” and browse to today’s orders folder

File name will be PHMC-name-1231313  / Always follow this syntax BANK-BORROWER-NUMBER

Once saved go back to ML5 and highlight your loan, highlight received and then press edit

Paste the name of the sender and any other address CC’d in the order email here and then hit submit


Order is loaded


NOTES FOR PROCESSING:

- This Is a Full Close – after we deliver we do not need to follow up and assist any parties on the transaction unless it is a redraw.

- NPS email is required since they will be esigning their documents as well. Please request a separate email address for the NPS if one was not provided.

- Note must be reviewed carefully before sending, we will cover this in training