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Vine Select

Vine Select: Phase 2 (VS02)


Description

As an Associate, Learn the Internal Vine Group Tools, Processes and Strategies to Success with a Dedicated Top Performing Vine Group Mentor.

Content
  • Welcome to Vine Group
  • 1. Deal Management Workflow
  • Deal Management Workflow
  • 2. HUB
  • Intro To The HUB
  • Submission KYC and Lender Notes
  • Document Checklist for HUB Submissions
  • 3. Lender Key
  • Lender Key Legend
  • 3.1 Creating Client Profiles
  • Profile Notes
  • Document Checklist
  • Preferred Languages
  • Pre-Set Document Choices
  • Owned vs Potential Properties
  • Address Entry
  • Self-Employed Applicant Expenses
  • Updating Client Contact Information
  • Turning Potential Properties into Owned Properties
  • Privacy Between Applicants
  • 3.2 Editing Client Profiles
  • Inviting Clients to Upload
  • Uploading Documents
  • Editing Notes
  • Splitting Documents
  • Document Info
  • Merging Documents
  • Finding Missing Documents
  • Downloading Client Documents
  • Recovering Files from Document History
  • Application Indicators
  • Agent and Shared HUB Files
  • Document Review
  • Correcting Client Addresses
  • Archiving Client Profiles
  • 3.3 Deal Submission
  • Paper and Digital Privacy Agreements
  • Submit to HUB
  • Pre-Position Lite
  • Taking Pre-Positions Live
  • Deal Submission Issues
  • Vine Insurance Inquiries - Agent Side
  • 3.4 Trackers
  • Tracker Layout
  • ToDos
  • HUB Managed Trackers
  • Archiving Trackers
  • Finding Missing Trackers
  • 3.5 GumShoe
  • Global Reports
  • Custom Reports
  • Sorting and Filtering Data
  • 3.6 Client View
  • Displaying Your Digital Mortgage Application
  • Document Notes
  • Document Help
  • Merging Documents
  • Contacting My Agent
  • Switching Languages
  • Vine Insurance Inquiries
  • Digital Consent
  • 3.7 Miscellaneous
  • Editing Your Agent Profile
  • How to Use the Reminder Function on Trackers
  • LenderKey Underwriting Guide
  • LenderKey Fulfillment Guide
  • 4. Documents Explained
  • Documents Explained
  • 5. Filogix
  • How to Underwrite in FILOGIX
Completion rules
  • All units must be completed
Prerequisites