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Loan Help

Loan Assistance Quick Guide

Step 1 - Portal Lender Score Cards

Review lender rankings, notes/cautions, & turn times in the Lender Score Cards.

Step 2 - Portal Resources

Review Program Matrices, portal one-off/keyword search, and chat history.

Step 3 - Portal Chat Channels

Ask the IMB community your question in the #general or #LoanScenario chat channels

Step 4 - Contact your AE

Their job is to pre-approve any tough scenarios, confirm turn times, and help navigate their systems. Get scenario approvals in writing. Find the best AE email group here.

Step 5 - Contact your Processor

Contact Sean Templeton & Scott Hesemann if your processor doesn't know any answer (only if you are using Summit Processing for your loan).

Step 6 - IMB™ Support

Fill out a Support Ticket for immediate help from the Producing Leadership Team.

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