Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to ,...

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Online Reservation Step by Step Instructions

Transcript of Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to ,...

Page 1: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Online Reservation Step by Step Instructions

Page 2: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Login to the Online Reservation SystemSTEP 1 Go to www.mshomecorp.com, hover over Lender Information Tab and select MHC Online Reservation.

Page 3: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Login to the Online Reservation SystemSTEP 2Fill in the empty fields with your personal login credentials which were sent to you in an email from Smart Solution.

Page 4: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

If you need to go back to a previous screen always use the back button on the left side and never use your browser back button because it will log you out of the system.

Page 5: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Main Menu ScreenAs an Administrator you should see the menu of options below. The users should not be able to see the highlighted options on their login screen.

Page 6: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Main Menu - User MaintenanceThis button allows you as the administrator to set-up or modify individual users and passwords.

Page 7: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Click User Maintenance button to set-up or modify individual users and passwords.

Page 8: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Click New User button to add a new person. Once added their names will appear in the bottom box and you can modify user information by selecting their name.

Page 9: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Fill in all of the fields for the New User and click submit at the bottom.

Page 10: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Main Menu - New Loan RegistrationSelect New Loan Registration to select new program type.

Page 11: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

New Loan RegistrationView and choose the specific program and interest rate

Page 12: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

New Loan RegistrationClick on the Data Import to upload the loan application from your system

Page 13: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Data ImportClick browse to find the appropriate file to upload and then click the upload button

Page 14: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Data Import Application - Page 1Review the application pages and complete any missing information

Page 15: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Data Import Application - Page 2Property Information

Page 16: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Data Import Application - Page 3Additional Information

Page 17: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Data Import Application - Page 4Mortgagor Information

Page 18: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Data Import Application - Page 5Co-Mortgagor InformationOnce completed, hit the submit button either on the left or at the bottom of the page.

Page 19: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Loan DetailThis page shows information as entered in the loan application and provides the opportunity to reserve a Smart Solution Second or a Mortgage Credit Certificate.

Page 20: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Reserve SecondClick on Reserve Second to add the Smart Solution Second

Page 21: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Reserve Second

Page 22: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Main Menu - View Loan PipelineOn user main menu, click on the View loan Pipeline to view the pipeline for all users.

Page 23: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

View Loan PipelineChoose the program type

And then the specific program

Page 24: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

View Loan PipelineChoose a status to see a list of the individual loans

Page 25: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

View Loan PipelineSeveral tasks you can choose to do on this screen

Page 26: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Cross-ReferenceInput last name or full name to find a file

Page 27: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Print Documents

Page 28: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Sample Reservation Confirmation

Page 29: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Document ImagesView, browse & upload completed documents.

Page 30: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

The administrator will have an Open Conditions menu button that the user will not see

Main Menu – Open Conditions

The Reports button will also show a demographics report and Commitment Report that the user won’t see

Page 31: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

View Loan Detail From the main menu you can enter a loan or Lender number to retrieve a file

Page 32: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Open ConditionsAdministrators will be able to see open conditions for all loans

Page 33: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Paying Your Commitment FeeGo back to the Lender Tab on MHC’s website and click the commitment fee button

Page 34: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

15 & 30 Day Lock on Commitment FeeEnter the loan amount and choice of lock-in days and click continue

Fee CalculationShows your commitment fee total. Select continue

Page 35: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Payment FormComplete all information on the payment form. Please put the name of the borrower and the Reservation/ Loan Number in the description field and click submit.

Page 36: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Smart Solution PaymentBorrowers will make their monthly payment to ServiSolutions. They can link their from the lender tab by selecting Smart Solution Payment or go directly to the website at www.ServSol.com

Page 37: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

ServSol.com-Online PaymentThe borrower will select Customer Carenet below

Page 38: Online Reservation Step by Step Instructions. Login to the Online Reservation System STEP 1 Go to , hover over Lender Information Tab.

Customer Log-In to Make PaymentsBorrowers will set up a user ID and Password to be used each time they login to make a payment