Administrative Rights | Updated July 2016wholesalestorefront.franklinamerican.com/wp... ·...

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Administrative Rights | Updated July 2016

Transcript of Administrative Rights | Updated July 2016wholesalestorefront.franklinamerican.com/wp... ·...

Page 1: Administrative Rights | Updated July 2016wholesalestorefront.franklinamerican.com/wp... · Administrative Rights | Updated July 2016 . 2 Administrative Users can control user access

Administrative Rights | Updated July 2016

Page 2: Administrative Rights | Updated July 2016wholesalestorefront.franklinamerican.com/wp... · Administrative Rights | Updated July 2016 . 2 Administrative Users can control user access

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Administrative Users can control user access on Franklin American

Mortgage Company’s website at www.franklinamerican.com. • Register new users for website access

• Change permissions for individual users

• View your Broker Report Card

• Add/edit Loan Prospector information

ADMINISTRATIVE RIGHTS

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Login to www.franklinamerican.com.

ADMINISTRATIVE RIGHTS

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Select “Admin” in the upper right corner of the screen.

ADMINISTRATIVE RIGHTS

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View/edit company’s fulfillment e-mail address and Loan Prospector

(LP) TPO number and password.

ADMINISTRATIVE RIGHTS

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View all current users of www.franklinamerican.com within

your company.

ADMINISTRATIVE RIGHTS

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To add a new user to website access click “Add User” at the bottom of the current user list.

ADMINISTRATIVE RIGHTS

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Complete the user information fields and check which permissions

the user should have access to. When complete, click “Submit.”

ADMINISTRATIVE RIGHTS

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To remove a user from website access click “Delete.”

ADMINISTRATIVE RIGHTS

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To edit a user’s rights within the website click “Edit.”

ADMINISTRATIVE RIGHTS

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From the Permissions page for a specific user, check or uncheck the

access you wish to grant users and click “Submit.”

ADMINISTRATIVE RIGHTS

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Access your company’s Broker Report Card by selecting “Loan Status”

from the Wholesale home page at www.franklinamerican.com.

ADMINISTRATIVE RIGHTS

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Select “Broker Report Card.”

ADMINISTRATIVE RIGHTS

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Use the dropdown menu to change the date parameters you would

like to view and select “View Report.”

ADMINISTRATIVE RIGHTS

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The Broker Report Card shows the lock, submitted, underwriting received,

funded, and product mix information for the time period selected.

ADMINISTRATIVE RIGHTS

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Monitor your lock to fund activity.

LOCK ACTIVITY

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• Monitor your submit to fund pull-through.

• Check your funded volume.

LOCK ACTIVITY

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Product Mix

View your funded product

mix by product type with

average credit score.

Automated Underwriting (AU) Submissions

View AU submissions by AUS

and engine type and monitor

the pull-through ratios.

LOCK ACTIVITY

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View funded loans by product, purpose, and overall percentages.

LOAN TYPE MIX

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Administrative Users will only have the ability to view and edit user

information with the same Broker ID.

Example: User is registered with Broker ID 37630-000. They cannot edit info for logins or permissions associated

with Broker ID 37630-0001.

VIEW/EDIT CAPABILITIES

Equal Housing Lender; Franklin American Mortgage Company, 6100 Tower Circle, Suite 600, Franklin, TN 37067. Company NMLS #1599. For mortgage banking professionals only; not authorized for distribution to consumers or third-parties.

All info herein is current as of 6/4/15 and subject to change without notice. WHL_TPL_167V3