Get Lendingqb Loan Origination User Guide

The LendingQB Loan Origination User Guide is designed to assist you in effectively managing the loan origination process. This guide will provide you with step-by-step instructions, ensuring you can navigate the platform with confidence and ease.

Follow the steps to fill out the LendingQB Loan Origination User Guide:

1. Click the ‘Get Form’ button to access the LendingQB Loan Origination User Guide. This action will enable you to open the document for further input.
2. Begin with the Quick Start section. Log into LendingQB by entering your login credentials and selecting the appropriate login type before clicking on 'Login'.
3. Answer the security questions as prompted. Select three distinct questions from the drop-down menu and provide answers to enable password recovery.
4. Access your pipeline to familiarize yourself with the available loans. As a new user, you may not have any loans listed initially.
5. Add LendingQB as a trusted site in your browser settings to avoid any access issues. Go to the security settings and add both LendingQB and EDocs sites.
6. Change your temporary password as instructed in the guide. Follow the guidelines detailing the requirements for creating a secure password.
7. Add your signature with the detailed instructions provided. You will need to upload a jpeg file of your signature to the system.
8. Upload your picture using the same procedure. This image will be displayed in your profile, making it visually accessible to users.
9. Download any required plugins stated in the guide to enhance your experience. Follow the prompts to complete the installation of necessary software.
10. Familiarize yourself with the key tips and tricks mentioned in the guide to ensure your forms are completed effectively and efficiently.
11. Continue with the Ten Loan Origination Steps. Follow the instructions for each step, ensuring to complete the necessary sections for submitting loans for processing.
12. Upon finalizing the form, make sure to save changes, download a copy, or print it as needed for your records or further use.

Encourage users to access and complete their documents online to streamline their loan origination process.