5-Minute Quick Start Guide

This Visual Quick Start Guide will take you through the steps of logging into LoanCommander, adding a borrower and sending a pipeline status report. After going through this short Quick Start Guide, it is suggested that you then visit the Getting Started Guide.
  1. Logging into LoanCommander.com
  2. Add a borrower to your pipeline
  3. Send a pipeline status report

Logging into LoanCommander.com
Log in to LoanCommander

From the main login page, you have the access to login to LoanCommander.com. You need to include your ORG code, User ID and Password when logging in. You can add that page to your favorites by clicking on the "Add to Favorites" link. If you have forgotten your password, you can have it sent to you by following the link at the top of the page.

There are other options for logging in. If you have your own website, support can send you the HTML code to allow you to log directly into LoanCommander from your website without having to visit our login page first. People use this feature to further integrate our services with your company's website.

You may also request an auto-login id. This link will log you directly into our system without having to enter you org, user id and password. This is ideal for people who feel that they are entering their information too much.
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Visual Quick Start Guide

Adding a borrower to your pipeline
Step 1: Click the Processing Pipeline menu

In order to add a borrower to your pipeline, you must first be logged into LoanCommander.com.

Once logged in, click on the Processing Pipeline menu on the left side of the screen.

Step 2: Click the New Borrower button

At the top of the Processing Pipeline screen, click on the New Borrower button.

Click to enlarge
Step 3: Enter and save the Borrower detail

Enter the borrower's first name, last name, (and optionally) the loan amount and estimated closing date.

After entering this information, click on the Save Borrower/Prospect button.
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Visual Quick Start Guide

Sending a Status Report
Step 1: Select the borrower on the Processing Pipeline

Once you have logged in and added a new borrower to your pipeline, you need to select that borrower to work with it.

You access your list of pipeline borrowers by clicking on Processing Pipeline from the menu on the left-hand side of the screen.

The Pipeline Overview shows an overview of the status of all your loans. To work with any particular borrower, click on the last name of the borrower you want to update.

Step 2: Update the status of loan

By selecting the borrower's name on the Pipeline Overview screen, you are taken to the Processing Status screen.

On the Processing Status screen, you can update the status of any work you or your processor may have performed:
  • Check off that work has been performed
  • Update the dates of work performed
  • Add unlimited comments about work being performed
***Please NOTE: The processing pipeline steps are only an example. They are completely customizeable. MAKE IT YOUR PIPELINE!!

Step 3: Click Update Status and Send Notifications

Step 4: Add email addresses and send report

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