We Make Trailing Docs EASY!

Mar 29 2017

At The Money Source, we want to do everything we can to help you be successful. One feature of our EASY loan platform that helps you stay productive is our Trailing Docs report. 

To access this report, go to the Reports section of EASY and click on the Trailing Docs option. 

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This report downloads an Excel file that includes every loan that has missing docs along with a list of the docs that are missing. This makes it EASY to review all the information in one report. 

By staying on top of missing docs and submitting them right away, everyone is more productive and successful. 

You can send trailing docs and any questions you have on trailing docs to our Records Retention team - RecordsRetention@themoneysource.com.

To make sure all the right people at your company have access to EASY and can regularly check the reports and ensure compliance, simply send an email to Clients@themoneysource.com and include the name and email of the person you wish to be given access. 

We are your partner on the path to success and our EASY system is built to help you grow!

Click here to log  into EASY!

Topics: EASY, trailing docs

Did You Know - Servicer Loan Number

Mar 16 2017

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The servicer loan number is available for you once you lock a loan in EASY.

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We are your partner on the path to success and
our EASY system is built to help you grow!

Topics: EASY, did you know, servicer loan number

Announcing Bulk Registration!

Jan 19 2017

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We are pleased to announce the latest feature of our EASY loan portal - Bulk Registration!

This feature will save you time which of course saves you money! You'll be able to map your LOS to our template and submit dozens of files in a matter of seconds.

Once activated, you'll access bulk upload on the EASY Registration page where you will upload all of your files in one document. Your Post Closing team will then take care of uploading the FNM 3.2 of the loan files at a later time.

To enable the Bulk Registration feature for your team, please contact your Account Executive.

Click here to log  into EASY!

Topics: EASY, bulk registration

3 Features in EASY You Will Love!

Nov 29 2016

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At The Money Source, with our state-of-the-art mortgage platform, we like to make things easy for our clients. 

Here are THREE features you will LOVE in EASY! All of these features can be found on your Scorecard found under the Reports tab.

1. Turn Times

On page 1 of your Lender Scorecard you can see both seller and peer comparison turn times. 

Seller: Lock to Purchase – This shows the average purchase date minus the lock dates for all purchased loans in the report period.

Seller: Deliver to Purchase – This shows the average purchase date minus the received date for purchased loans in the report period.

The Peer Comparison feature allows sellers to see how they stack up againse others. 

 

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2. Top Conditions by Loan Types

Page 4 of your Lender Scorecard shows the top conditions by loan type on purchased loans for the current month. (A maximum of ten conditions will be displayed.)

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3. Hedge Performance

Page 2 of your Lender Scorecard shows the cost of hedging loans for Best Effort locks. The higher to Performance Ratio, the better. 

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 Is YOUR pipeline EASY to manage?Click here to get started!

Topics: EASY, Lender Scorecard

Experience EASY

Oct 04 2016

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At The Money Source, we like to make things easy for our clients, which includes our state-of-the-art mortgage platform called EASY. 

Our innovative, web-based EASY loan portal is user-friendly and designed for YOUR work flow. 

EASY delivers the features you need with the simplicity you want including:

  • Price, lock and deliver your loan in one system
  • Real-time status and conditions
  • Customized notifications based your needs
  • Easily create and manage users
  • Peer comparison

By partnering with The Money Source, you'll also benefit from a dedicated and experienced team, a large offering of products and the tools you need to grow your business. Click here to Become a Partner today!

Topics: Correspondent partner, The Money Source, Correspondent Mortgage, Pink Unicorn, correspondent loan team, mortgage platform, EASY, loan portal

Experience EASY

Feb 22 2016

TMS_Experience_EASY.jpg

At The Money Source, we like to make things easy for our clients, which includes our state-of-the-art mortgage platform called EASY. 

Our innovative, web-based EASY loan portal is user-friendly and designed for YOUR work flow. 

EASY delivers the features you need with the simplicity you want including:

  • Price, lock and deliver your loan in one system
  • Real-time status and conditions
  • Customized notifications based your needs
  • Easily create and manage users
  • Peer comparison

By partnering with The Money Source, you'll also benefit from a dedicated and experienced team, a large offering of products and the tools you need to grow your business. Click here to Become a Partner today!

Topics: Correspondent partner, The Money Source, Correspondent Mortgage, Pink Unicorn, correspondent loan team, mortgage platform, EASY, loan portal

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